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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 | $98,148 | $95,915+2.3% | $79,580+23.3% | $134,532-27.0% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -14.42% | -2.71%-11.7pp | 0.15%-14.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $2,301 | $3,129-26.4% | $2,413-4.6% | $4,741-51.5% |
| Participant deferral / active EE | $3,963 | $4,693-15.6% | $3,985-0.6% | $6,401-38.1% |
| Admin fee / account holder | $12,282 | $9,132+34.5% | $6,835+79.7% | $11,429+7.5% |