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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 | $146,617 | $105,867+38.5% | $90,760+61.5% | $134,532+9.0% |
| Participation rate | 73.7% | 78.3%-4.6pp | 75.7%-2.0pp | 81.2%-7.5pp |
| Annual return | -17.31% | -10.99%-6.3pp | -12.16%-5.2pp | 418.27%-435.6pp |
| Employer contribution / active EE | $3,038 | $3,464-12.3% | $2,922+4.0% | $4,741-35.9% |
| Participant deferral / active EE | $8,172 | $5,217+56.6% | $4,565+79.0% | $6,401+27.7% |
| Admin fee / account holder | $947 | $13,936-93.2% | $8,444-88.8% | $11,429-91.7% |