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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 | $183,350 | $167,353+9.6% | $143,797+27.5% | $134,545+36.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -19.43% | 0.48%-19.9pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $5,031 | $5,620-10.5% | $4,952+1.6% | $4,742+6.1% |
| Participant deferral / active EE | $9,809 | $6,447+52.1% | $5,638+74.0% | $6,401+53.2% |
| Admin fee / account holder | $1,072 | $18,096-94.1% | $14,679-92.7% | $11,431-90.6% |