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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 | $126,068 | $100,811+25.1% | $86,698+45.4% | $134,545-6.3% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -18.07% | 29.11%-47.2pp | 35.96%-54.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,642 | $5,339+24.4% | $4,656+42.6% | $6,401+3.8% |
| Admin fee / account holder | $637 | $10,926-94.2% | $7,492-91.5% | $11,431-94.4% |