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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 | $182,091 | $142,361+27.9% | $119,608+52.2% | $134,509+35.4% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -3.28% | -12.46%+9.2pp | -14.98%+11.7pp | 418.13%-421.4pp |
| Employer contribution / active EE | $2,921 | $5,224-44.1% | $4,232-31.0% | $4,741-38.4% |
| Participant deferral / active EE | $7,565 | $6,468+16.9% | $5,601+35.0% | $6,400+18.2% |
| Admin fee / account holder | $7,791 | $13,588-42.7% | $10,326-24.5% | $11,427-31.8% |