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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 | $125,112 | $167,362-25.2% | $143,799-13.0% | $134,532-7.0% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -18.90% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $6,557 | $5,620+16.7% | $4,952+32.4% | $4,741+38.3% |
| Participant deferral / active EE | $4,962 | $6,447-23.0% | $5,638-12.0% | $6,401-22.5% |
| Admin fee / account holder | $4,846 | $18,094-73.2% | $14,677-67.0% | $11,429-57.6% |