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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 | $137,170 | $142,392-3.7% | $119,622+14.7% | $134,532+2.0% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -12.12% | -12.46%+0.3pp | -14.98%+2.9pp | 418.27%-430.4pp |
| Employer contribution / active EE | $20,874 | $5,224+299.6% | $4,232+393.2% | $4,741+340.3% |
| Participant deferral / active EE | $3,170 | $6,467-51.0% | $5,601-43.4% | $6,401-50.5% |
| Admin fee / account holder | $866 | $13,593-93.6% | $10,328-91.6% | $11,429-92.4% |