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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 | $123,916 | $142,358-13.0% | $119,615+3.6% | $134,493-7.9% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -3.76% | -12.46%+8.7pp | -14.98%+11.2pp | 418.01%-421.8pp |
| Employer contribution / active EE | $3,234 | $5,223-38.1% | $4,232-23.6% | $4,740-31.8% |
| Participant deferral / active EE | $4,740 | $6,470-26.7% | $5,602-15.4% | $6,400-25.9% |
| Admin fee / account holder | $65,127 | $13,585+379.4% | $10,324+530.8% | $11,425+470.0% |