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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 | $153,556 | $167,362-8.2% | $143,799+6.8% | $134,532+14.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.26% | 0.47%-17.7pp | -0.04%-17.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $4,375 | $5,620-22.2% | $4,952-11.7% | $4,741-7.7% |
| Participant deferral / active EE | $7,022 | $6,447+8.9% | $5,638+24.5% | $6,401+9.7% |
| Admin fee / account holder | $4,704 | $18,094-74.0% | $14,677-68.0% | $11,429-58.8% |