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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 | $172,601 | $167,362+3.1% | $143,799+20.0% | $134,532+28.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -16.29% | 0.47%-16.8pp | -0.04%-16.2pp | 418.27%-434.6pp |
| Employer contribution / active EE | $6,794 | $5,620+20.9% | $4,952+37.2% | $4,741+43.3% |
| Participant deferral / active EE | $7,756 | $6,447+20.3% | $5,638+37.5% | $6,401+21.2% |
| Admin fee / account holder | $1,999 | $18,094-89.0% | $14,677-86.4% | $11,429-82.5% |