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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 | $136,213 | $131,835+3.3% | $108,582+25.4% | $273,972-50.3% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,419 | $4,913-30.4% | $3,758-9.0% | $4,869-29.8% |
| Participant deferral / active EE | $11,544 | $5,127+125.1% | $4,311+167.8% | $5,287+118.3% |
| Admin fee / account holder | $1,664 | $10,253-83.8% | $7,645-78.2% | $10,133-83.6% |