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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 | $152,523 | $167,362-8.9% | $143,799+6.1% | $134,532+13.4% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -17.15% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,398 | $5,620-39.5% | $4,952-31.4% | $4,741-28.3% |
| Participant deferral / active EE | $4,609 | $6,447-28.5% | $5,638-18.3% | $6,401-28.0% |
| Admin fee / account holder | $1,256 | $18,094-93.1% | $14,677-91.4% | $11,429-89.0% |