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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 | $139,473 | $167,362-16.7% | $143,799-3.0% | $134,532+3.7% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -16.09% | 0.47%-16.6pp | -0.04%-16.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,932 | $5,620-65.6% | $4,952-61.0% | $4,741-59.2% |
| Participant deferral / active EE | $5,887 | $6,447-8.7% | $5,638+4.4% | $6,401-8.0% |
| Admin fee / account holder | $1,460 | $18,094-91.9% | $14,677-90.1% | $11,429-87.2% |