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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 | $78,906 | $167,353-52.9% | $143,797-45.1% | $134,545-41.4% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -15.59% | 0.48%-16.1pp | -0.04%-15.5pp | 418.37%-434.0pp |
| Employer contribution / active EE | $4,848 | $5,620-13.7% | $4,952-2.1% | $4,742+2.2% |
| Participant deferral / active EE | $5,770 | $6,447-10.5% | $5,638+2.3% | $6,401-9.9% |
| Admin fee / account holder | $1,007 | $18,096-94.4% | $14,679-93.1% | $11,431-91.2% |