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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 | $130,364 | $167,362-22.1% | $143,799-9.3% | $134,532-3.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -12.76% | 0.47%-13.2pp | -0.04%-12.7pp | 418.27%-431.0pp |
| Employer contribution / active EE | $5,451 | $5,620-3.0% | $4,952+10.1% | $4,741+15.0% |
| Participant deferral / active EE | $5,087 | $6,447-21.1% | $5,638-9.8% | $6,401-20.5% |
| Admin fee / account holder | $15,257 | $18,094-15.7% | $14,677+4.0% | $11,429+33.5% |