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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 | $141,670 | $142,392-0.5% | $119,622+18.4% | $134,532+5.3% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -15.68% | -12.46%-3.2pp | -14.98%-0.7pp | 418.27%-433.9pp |
| Employer contribution / active EE | $6,756 | $5,224+29.3% | $4,232+59.6% | $4,741+42.5% |
| Participant deferral / active EE | $2,490 | $6,467-61.5% | $5,601-55.5% | $6,401-61.1% |
| Admin fee / account holder | $8,533 | $13,593-37.2% | $10,328-17.4% | $11,429-25.3% |