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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 | $130,873 | $167,362-21.8% | $143,799-9.0% | $134,532-2.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -13.32% | 0.47%-13.8pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $8,153 | $5,620+45.1% | $4,952+64.6% | $4,741+72.0% |
| Participant deferral / active EE | $8,492 | $6,447+31.7% | $5,638+50.6% | $6,401+32.7% |
| Admin fee / account holder | $1,488 | $18,094-91.8% | $14,677-89.9% | $11,429-87.0% |