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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 | $111,821 | $133,998-16.6% | $112,263-0.4% | $134,545-16.9% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -14.30% | 47.17%-61.5pp | 27.49%-41.8pp | 418.37%-432.7pp |
| Employer contribution / active EE | $1,948 | $4,040-51.8% | $3,636-46.4% | $4,742-58.9% |
| Participant deferral / active EE | $6,583 | $5,292+24.4% | $4,729+39.2% | $6,401+2.8% |
| Admin fee / account holder | $1,339 | $7,493-82.1% | $6,410-79.1% | $11,431-88.3% |