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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 | $135,664 | $167,362-18.9% | $143,799-5.7% | $134,532+0.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -19.36% | 0.47%-19.8pp | -0.04%-19.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $7,187 | $5,620+27.9% | $4,952+45.1% | $4,741+51.6% |
| Participant deferral / active EE | $5,893 | $6,447-8.6% | $5,638+4.5% | $6,401-7.9% |
| Admin fee / account holder | $4,350 | $18,094-76.0% | $14,677-70.4% | $11,429-61.9% |