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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 | $152,062 | $167,352-9.1% | $143,788+5.8% | $134,509+13.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -13.00% | 0.47%-13.5pp | -0.03%-13.0pp | 418.13%-431.1pp |
| Employer contribution / active EE | $6,082 | $5,620+8.2% | $4,952+22.8% | $4,741+28.3% |
| Participant deferral / active EE | $7,734 | $6,447+20.0% | $5,638+37.2% | $6,400+20.8% |
| Admin fee / account holder | $2,187 | $18,091-87.9% | $14,675-85.1% | $11,427-80.9% |