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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 | $167,201 | $167,353-0.1% | $143,797+16.3% | $134,545+24.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.56% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $3,044 | $5,620-45.8% | $4,952-38.5% | $4,742-35.8% |
| Participant deferral / active EE | $11,108 | $6,447+72.3% | $5,638+97.0% | $6,401+73.5% |
| Admin fee / account holder | $594 | $18,096-96.7% | $14,679-96.0% | $11,431-94.8% |