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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 | $123,269 | $142,392-13.4% | $119,622+3.0% | $134,532-8.4% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -10.17% | -12.46%+2.3pp | -14.98%+4.8pp | 418.27%-428.4pp |
| Employer contribution / active EE | $1,655 | $5,224-68.3% | $4,232-60.9% | $4,741-65.1% |
| Participant deferral / active EE | $5,033 | $6,467-22.2% | $5,601-10.1% | $6,401-21.4% |
| Admin fee / account holder | $15,431 | $13,593+13.5% | $10,328+49.4% | $11,429+35.0% |