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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 | $86,547 | $142,361-39.2% | $119,608-27.6% | $134,509-35.7% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -17.37% | -12.46%-4.9pp | -14.98%-2.4pp | 418.13%-435.5pp |
| Employer contribution / active EE | $3,675 | $5,224-29.6% | $4,232-13.2% | $4,741-22.5% |
| Participant deferral / active EE | $4,251 | $6,468-34.3% | $5,601-24.1% | $6,400-33.6% |
| Admin fee / account holder | $461 | $13,588-96.6% | $10,326-95.5% | $11,427-96.0% |