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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 | $126,327 | $167,353-24.5% | $143,797-12.1% | $134,545-6.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.46% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $9,131 | $5,620+62.5% | $4,952+84.4% | $4,742+92.6% |
| Participant deferral / active EE | $8,166 | $6,447+26.7% | $5,638+44.8% | $6,401+27.6% |
| Admin fee / account holder | $9,084 | $18,096-49.8% | $14,679-38.1% | $11,431-20.5% |