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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 | $130,006 | $142,361-8.7% | $119,608+8.7% | $134,509-3.3% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -16.22% | -12.46%-3.8pp | -14.98%-1.2pp | 418.13%-434.4pp |
| Employer contribution / active EE | $3,478 | $5,224-33.4% | $4,232-17.8% | $4,741-26.6% |
| Participant deferral / active EE | $6,109 | $6,468-5.6% | $5,601+9.1% | $6,400-4.5% |
| Admin fee / account holder | $2,449 | $13,588-82.0% | $10,326-76.3% | $11,427-78.6% |