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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 | $132,208 | $142,361-7.1% | $119,608+10.5% | $134,509-1.7% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -18.10% | -12.46%-5.6pp | -14.98%-3.1pp | 418.13%-436.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,889 | $6,468+22.0% | $5,601+40.8% | $6,400+23.3% |
| Admin fee / account holder | $1,674 | $13,588-87.7% | $10,326-83.8% | $11,427-85.3% |