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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 | $153,957 | $167,362-8.0% | $143,799+7.1% | $134,532+14.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.67% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $5,333 | $5,620-5.1% | $4,952+7.7% | $4,741+12.5% |
| Participant deferral / active EE | $3,943 | $6,447-38.8% | $5,638-30.1% | $6,401-38.4% |
| Admin fee / account holder | $3,703 | $18,094-79.5% | $14,677-74.8% | $11,429-67.6% |