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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 | $79,865 | $142,392-43.9% | $119,622-33.2% | $134,532-40.6% |
| Participation rate | 85.0% | 82.8%+2.2pp | 79.3%+5.7pp | 81.2%+3.8pp |
| Annual return | -18.49% | -12.46%-6.0pp | -14.98%-3.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,070 | $5,224-41.2% | $4,232-27.5% | $4,741-35.3% |
| Participant deferral / active EE | $6,749 | $6,467+4.4% | $5,601+20.5% | $6,401+5.4% |
| Admin fee / account holder | $16,276 | $13,593+19.7% | $10,328+57.6% | $11,429+42.4% |