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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 | $115,466 | $142,392-18.9% | $119,622-3.5% | $134,532-14.2% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -18.30% | -12.46%-5.8pp | -14.98%-3.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $5,479 | $5,224+4.9% | $4,232+29.5% | $4,741+15.6% |
| Participant deferral / active EE | $9,319 | $6,467+44.1% | $5,601+66.4% | $6,401+45.6% |
| Admin fee / account holder | $3,665 | $13,593-73.0% | $10,328-64.5% | $11,429-67.9% |