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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 | $159,564 | $142,392+12.1% | $119,622+33.4% | $134,532+18.6% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.3%-3.1pp | 81.2%-5.0pp |
| Annual return | -16.57% | -12.46%-4.1pp | -14.98%-1.6pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,773 | $5,224-66.1% | $4,232-58.1% | $4,741-62.6% |
| Participant deferral / active EE | $4,190 | $6,467-35.2% | $5,601-25.2% | $6,401-34.5% |
| Admin fee / account holder | $13,787 | $13,593+1.4% | $10,328+33.5% | $11,429+20.6% |