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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 | $127,324 | $142,361-10.6% | $119,608+6.5% | $134,509-5.3% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -17.13% | -12.46%-4.7pp | -14.98%-2.1pp | 418.13%-435.3pp |
| Employer contribution / active EE | $2,071 | $5,224-60.4% | $4,232-51.1% | $4,741-56.3% |
| Participant deferral / active EE | $4,657 | $6,468-28.0% | $5,601-16.9% | $6,400-27.2% |
| Admin fee / account holder | $2,107 | $13,588-84.5% | $10,326-79.6% | $11,427-81.6% |