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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 | $151,863 | $167,353-9.3% | $143,797+5.6% | $134,545+12.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.78% | 0.48%-15.3pp | -0.04%-14.7pp | 418.37%-433.2pp |
| Employer contribution / active EE | $6,519 | $5,620+16.0% | $4,952+31.6% | $4,742+37.5% |
| Participant deferral / active EE | $3,375 | $6,447-47.7% | $5,638-40.1% | $6,401-47.3% |
| Admin fee / account holder | $1,181 | $18,096-93.5% | $14,679-92.0% | $11,431-89.7% |