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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 | $116,930 | $142,392-17.9% | $119,622-2.3% | $134,532-13.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -19.33% | -12.46%-6.9pp | -14.98%-4.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $9,166 | $5,224+75.5% | $4,232+116.6% | $4,741+93.3% |
| Participant deferral / active EE | $9,655 | $6,467+49.3% | $5,601+72.4% | $6,401+50.8% |
| Admin fee / account holder | $726 | $13,593-94.7% | $10,328-93.0% | $11,429-93.7% |