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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 | $131,775 | $167,353-21.3% | $143,797-8.4% | $134,545-2.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.24% | 0.48%-15.7pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $28,863 | $5,620+413.5% | $4,952+482.8% | $4,742+508.7% |
| Participant deferral / active EE | $19,438 | $6,447+201.5% | $5,638+244.7% | $6,401+203.7% |
| Admin fee / account holder | $13,399 | $18,096-26.0% | $14,679-8.7% | $11,431+17.2% |