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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 | $156,321 | $142,361+9.8% | $119,608+30.7% | $134,509+16.2% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -13.28% | -12.46%-0.8pp | -14.98%+1.7pp | 418.13%-431.4pp |
| Employer contribution / active EE | $7,813 | $5,224+49.6% | $4,232+84.6% | $4,741+64.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,177 | $13,588-69.3% | $10,326-59.5% | $11,427-63.4% |