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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 | $87,436 | $142,361-38.6% | $119,608-26.9% | $134,509-35.0% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -17.48% | -12.46%-5.0pp | -14.98%-2.5pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,573 | $5,224-69.9% | $4,232-62.8% | $4,741-66.8% |
| Participant deferral / active EE | $6,029 | $6,468-6.8% | $5,601+7.6% | $6,400-5.8% |
| Admin fee / account holder | $2,823 | $13,588-79.2% | $10,326-72.7% | $11,427-75.3% |