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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 | $109,778 | $142,361-22.9% | $119,608-8.2% | $134,509-18.4% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -17.06% | -12.46%-4.6pp | -14.98%-2.1pp | 418.13%-435.2pp |
| Employer contribution / active EE | $4,228 | $5,224-19.1% | $4,232-0.1% | $4,741-10.8% |
| Participant deferral / active EE | $10,647 | $6,468+64.6% | $5,601+90.1% | $6,400+66.4% |
| Admin fee / account holder | $2,152 | $13,588-84.2% | $10,326-79.2% | $11,427-81.2% |