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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 | $153,396 | $167,533-8.4% | $151,645+1.2% | $134,545+14.0% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -17.53% | 7.81%-25.3pp | 3.34%-20.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $5,813 | $6,828-14.9% | $6,165-5.7% | $4,742+22.6% |
| Participant deferral / active EE | $10,470 | $8,985+16.5% | $8,363+25.2% | $6,401+63.6% |
| Admin fee / account holder | $3,515 | $13,781-74.5% | $11,614-69.7% | $11,431-69.3% |