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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 | $105,730 | $167,362-36.8% | $143,799-26.5% | $134,532-21.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -16.14% | 0.47%-16.6pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,530 | $5,620-37.2% | $4,952-28.7% | $4,741-25.5% |
| Participant deferral / active EE | $5,995 | $6,447-7.0% | $5,638+6.3% | $6,401-6.3% |
| Admin fee / account holder | $8,520 | $18,094-52.9% | $14,677-42.0% | $11,429-25.5% |