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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 | $168,291 | $167,353+0.6% | $143,797+17.0% | $134,545+25.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -14.66% | 0.48%-15.1pp | -0.04%-14.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,290 | $5,620-77.1% | $4,952-74.0% | $4,742-72.8% |
| Participant deferral / active EE | $2,243 | $6,447-65.2% | $5,638-60.2% | $6,401-65.0% |
| Admin fee / account holder | $6,831 | $18,096-62.2% | $14,679-53.5% | $11,431-40.2% |