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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 | $127,152 | $142,409-10.7% | $119,634+6.3% | $134,545-5.5% |
| Participation rate | 77.8% | 82.8%-5.1pp | 79.3%-1.5pp | 81.2%-3.5pp |
| Annual return | -18.87% | -12.46%-6.4pp | -14.98%-3.9pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,955 | $5,224-43.4% | $4,232-30.2% | $4,742-37.7% |
| Participant deferral / active EE | $6,449 | $6,468-0.3% | $5,601+15.1% | $6,401+0.7% |
| Admin fee / account holder | $983 | $13,594-92.8% | $10,329-90.5% | $11,431-91.4% |