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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 | $156,743 | $142,392+10.1% | $119,622+31.0% | $134,532+16.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -17.66% | -12.46%-5.2pp | -14.98%-2.7pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,780 | $5,224-46.8% | $4,232-34.3% | $4,741-41.4% |
| Participant deferral / active EE | $4,935 | $6,467-23.7% | $5,601-11.9% | $6,401-22.9% |
| Admin fee / account holder | $2,055 | $13,593-84.9% | $10,328-80.1% | $11,429-82.0% |