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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 | $124,766 | $142,361-12.4% | $119,608+4.3% | $134,509-7.2% |
| Participation rate | 82.6% | 82.8%-0.2pp | 79.3%+3.3pp | 81.2%+1.4pp |
| Annual return | -17.39% | -12.46%-4.9pp | -14.98%-2.4pp | 418.13%-435.5pp |
| Employer contribution / active EE | $2,006 | $5,224-61.6% | $4,232-52.6% | $4,741-57.7% |
| Participant deferral / active EE | $5,386 | $6,468-16.7% | $5,601-3.8% | $6,400-15.8% |
| Admin fee / account holder | $3,944 | $13,588-71.0% | $10,326-61.8% | $11,427-65.5% |