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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 | $74,682 | $142,392-47.6% | $119,622-37.6% | $134,532-44.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -17.55% | -12.46%-5.1pp | -14.98%-2.6pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,776 | $5,224-46.9% | $4,232-34.4% | $4,741-41.5% |
| Participant deferral / active EE | $8,199 | $6,467+26.8% | $5,601+46.4% | $6,401+28.1% |
| Admin fee / account holder | $3,569 | $13,593-73.7% | $10,328-65.4% | $11,429-68.8% |