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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 | $167,778 | $142,392+17.8% | $119,622+40.3% | $134,532+24.7% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -15.35% | -12.46%-2.9pp | -14.98%-0.4pp | 418.27%-433.6pp |
| Employer contribution / active EE | $8,997 | $5,224+72.2% | $4,232+112.6% | $4,741+89.8% |
| Participant deferral / active EE | $4,605 | $6,467-28.8% | $5,601-17.8% | $6,401-28.1% |
| Admin fee / account holder | $803 | $13,593-94.1% | $10,328-92.2% | $11,429-93.0% |