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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 | $196,161 | $167,362+17.2% | $143,799+36.4% | $134,532+45.8% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -19.23% | 0.47%-19.7pp | -0.04%-19.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $4,863 | $5,620-13.5% | $4,952-1.8% | $4,741+2.6% |
| Participant deferral / active EE | $5,371 | $6,447-16.7% | $5,638-4.7% | $6,401-16.1% |
| Admin fee / account holder | $3,398 | $18,094-81.2% | $14,677-76.8% | $11,429-70.3% |