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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 | $134,629 | $142,392-5.5% | $119,622+12.5% | $134,532+0.1% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -14.44% | -12.46%-2.0pp | -14.98%+0.5pp | 418.27%-432.7pp |
| Employer contribution / active EE | $4,012 | $5,224-23.2% | $4,232-5.2% | $4,741-15.4% |
| Participant deferral / active EE | $5,274 | $6,467-18.4% | $5,601-5.8% | $6,401-17.6% |
| Admin fee / account holder | $5,777 | $13,593-57.5% | $10,328-44.1% | $11,429-49.5% |