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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 | $131,711 | $167,323-21.3% | $143,770-8.4% | $134,493-2.1% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -14.40% | 0.47%-14.9pp | -0.04%-14.4pp | 418.01%-432.4pp |
| Employer contribution / active EE | $7,745 | $5,619+37.8% | $4,951+56.4% | $4,740+63.4% |
| Participant deferral / active EE | $6,674 | $6,446+3.5% | $5,638+18.4% | $6,400+4.3% |
| Admin fee / account holder | $4,146 | $18,088-77.1% | $14,673-71.7% | $11,425-63.7% |