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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 | $164,986 | $142,392+15.9% | $119,622+37.9% | $134,532+22.6% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.3%+5.4pp | 81.2%+3.4pp |
| Annual return | -8.01% | -12.46%+4.4pp | -14.98%+7.0pp | 418.27%-426.3pp |
| Employer contribution / active EE | $2,487 | $5,224-52.4% | $4,232-41.2% | $4,741-47.5% |
| Participant deferral / active EE | $8,733 | $6,467+35.0% | $5,601+55.9% | $6,401+36.4% |
| Admin fee / account holder | $23,297 | $13,593+71.4% | $10,328+125.6% | $11,429+103.9% |