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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 | $146,562 | $167,522-12.5% | $151,639-3.3% | $134,532+8.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -16.44% | 7.81%-24.2pp | 3.34%-19.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $18,821 | $6,828+175.7% | $6,165+205.3% | $4,741+297.0% |
| Participant deferral / active EE | $8,544 | $8,986-4.9% | $8,363+2.2% | $6,401+33.5% |
| Admin fee / account holder | $4,380 | $13,780-68.2% | $11,613-62.3% | $11,429-61.7% |