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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 | $151,939 | $167,353-9.2% | $143,797+5.7% | $134,545+12.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -16.23% | 0.48%-16.7pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $1,826 | $5,620-67.5% | $4,952-63.1% | $4,742-61.5% |
| Participant deferral / active EE | $7,452 | $6,447+15.6% | $5,638+32.2% | $6,401+16.4% |
| Admin fee / account holder | $492 | $18,096-97.3% | $14,679-96.7% | $11,431-95.7% |