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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 | $140,698 | $167,362-15.9% | $143,799-2.2% | $134,532+4.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.28% | 0.47%-17.8pp | -0.04%-17.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $4,836 | $5,620-14.0% | $4,952-2.3% | $4,741+2.0% |
| Participant deferral / active EE | $6,750 | $6,447+4.7% | $5,638+19.7% | $6,401+5.5% |
| Admin fee / account holder | $1,946 | $18,094-89.2% | $14,677-86.7% | $11,429-83.0% |