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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 | $72,598 | $142,392-49.0% | $119,622-39.3% | $134,532-46.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -15.11% | -12.46%-2.6pp | -14.98%-0.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $3,399 | $5,224-34.9% | $4,232-19.7% | $4,741-28.3% |
| Participant deferral / active EE | $7,320 | $6,467+13.2% | $5,601+30.7% | $6,401+14.4% |
| Admin fee / account holder | $377 | $13,593-97.2% | $10,328-96.4% | $11,429-96.7% |