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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 | $122,183 | $142,361-14.2% | $119,608+2.2% | $134,509-9.2% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -13.68% | -12.46%-1.2pp | -14.98%+1.3pp | 418.13%-431.8pp |
| Employer contribution / active EE | $1,681 | $5,224-67.8% | $4,232-60.3% | $4,741-64.5% |
| Participant deferral / active EE | $5,568 | $6,468-13.9% | $5,601-0.6% | $6,400-13.0% |
| Admin fee / account holder | $3,491 | $13,588-74.3% | $10,326-66.2% | $11,427-69.5% |