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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 | $127,910 | $142,392-10.2% | $119,622+6.9% | $134,532-4.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.78% | -12.46%-6.3pp | -14.98%-3.8pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,155 | $5,224-58.7% | $4,232-49.1% | $4,741-54.5% |
| Participant deferral / active EE | $7,927 | $6,467+22.6% | $5,601+41.5% | $6,401+23.8% |
| Admin fee / account holder | $361 | $13,593-97.3% | $10,328-96.5% | $11,429-96.8% |