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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 | $110,535 | $142,409-22.4% | $119,634-7.6% | $134,545-17.8% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -15.58% | -12.46%-3.1pp | -14.98%-0.6pp | 418.37%-433.9pp |
| Employer contribution / active EE | $4,177 | $5,224-20.0% | $4,232-1.3% | $4,742-11.9% |
| Participant deferral / active EE | $7,646 | $6,468+18.2% | $5,601+36.5% | $6,401+19.5% |
| Admin fee / account holder | $12,225 | $13,594-10.1% | $10,329+18.4% | $11,431+7.0% |