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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 | $176,927 | $142,361+24.3% | $119,608+47.9% | $134,509+31.5% |
| Participation rate | 81.0% | 82.8%-1.9pp | 79.3%+1.7pp | 81.2%-0.3pp |
| Annual return | -17.06% | -12.46%-4.6pp | -14.98%-2.1pp | 418.13%-435.2pp |
| Employer contribution / active EE | $3,678 | $5,224-29.6% | $4,232-13.1% | $4,741-22.4% |
| Participant deferral / active EE | $7,977 | $6,468+23.3% | $5,601+42.4% | $6,400+24.6% |
| Admin fee / account holder | $879 | $13,588-93.5% | $10,326-91.5% | $11,427-92.3% |