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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 | $181,666 | $167,362+8.5% | $143,799+26.3% | $134,532+35.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.34% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,504 | $6,447+78.4% | $5,638+104.0% | $6,401+79.7% |
| Admin fee / account holder | $1,667 | $18,094-90.8% | $14,677-88.6% | $11,429-85.4% |