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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,457 | $167,353-8.9% | $143,797+6.0% | $134,545+13.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -11.92% | 0.48%-12.4pp | -0.04%-11.9pp | 418.37%-430.3pp |
| Employer contribution / active EE | $6,549 | $5,620+16.5% | $4,952+32.2% | $4,742+38.1% |
| Participant deferral / active EE | $4,557 | $6,447-29.3% | $5,638-19.2% | $6,401-28.8% |
| Admin fee / account holder | $982 | $18,096-94.6% | $14,679-93.3% | $11,431-91.4% |