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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 | $86,025 | $142,361-39.6% | $119,608-28.1% | $134,509-36.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -4.82% | -12.46%+7.6pp | -14.98%+10.2pp | 418.13%-423.0pp |
| Employer contribution / active EE | $6,164 | $5,224+18.0% | $4,232+45.6% | $4,741+30.0% |
| Participant deferral / active EE | $3,974 | $6,468-38.6% | $5,601-29.1% | $6,400-37.9% |
| Admin fee / account holder | $1,675 | $13,588-87.7% | $10,326-83.8% | $11,427-85.3% |