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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 | $96,497 | $142,409-32.2% | $119,634-19.3% | $134,545-28.3% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | -13.97% | -12.46%-1.5pp | -14.98%+1.0pp | 418.37%-432.3pp |
| Employer contribution / active EE | $3,893 | $5,224-25.5% | $4,232-8.0% | $4,742-17.9% |
| Participant deferral / active EE | $4,577 | $6,468-29.2% | $5,601-18.3% | $6,401-28.5% |
| Admin fee / account holder | $9,657 | $13,594-29.0% | $10,329-6.5% | $11,431-15.5% |