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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 | $140,040 | $167,362-16.3% | $143,799-2.6% | $134,532+4.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -14.44% | 0.47%-14.9pp | -0.04%-14.4pp | 418.27%-432.7pp |
| Employer contribution / active EE | $2,402 | $5,620-57.3% | $4,952-51.5% | $4,741-49.3% |
| Participant deferral / active EE | $5,702 | $6,447-11.6% | $5,638+1.1% | $6,401-10.9% |
| Admin fee / account holder | $8,358 | $18,094-53.8% | $14,677-43.1% | $11,429-26.9% |