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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 | $157,117 | $167,362-6.1% | $143,799+9.3% | $134,532+16.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.65% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $6,894 | $5,620+22.7% | $4,952+39.2% | $4,741+45.4% |
| Participant deferral / active EE | $11,858 | $6,447+83.9% | $5,638+110.3% | $6,401+85.3% |
| Admin fee / account holder | $7,633 | $18,094-57.8% | $14,677-48.0% | $11,429-33.2% |