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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 | $36,224 | $142,409-74.6% | $119,634-69.7% | $134,545-73.1% |
| Participation rate | 86.4% | 82.8%+3.5pp | 79.3%+7.1pp | 81.2%+5.1pp |
| Annual return | -17.80% | -12.46%-5.3pp | -14.98%-2.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $3,767 | $5,224-27.9% | $4,232-11.0% | $4,742-20.6% |
| Participant deferral / active EE | $6,554 | $6,468+1.3% | $5,601+17.0% | $6,401+2.4% |
| Admin fee / account holder | $476 | $13,594-96.5% | $10,329-95.4% | $11,431-95.8% |