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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 | $89,501 | $142,409-37.2% | $119,634-25.2% | $134,545-33.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.46% | -12.46%-6.0pp | -14.98%-3.5pp | 418.37%-436.8pp |
| Employer contribution / active EE | $4,009 | $5,224-23.3% | $4,232-5.3% | $4,742-15.5% |
| Participant deferral / active EE | $17,744 | $6,468+174.3% | $5,601+216.8% | $6,401+177.2% |
| Admin fee / account holder | $12,563 | $13,594-7.6% | $10,329+21.6% | $11,431+9.9% |