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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 | $112,689 | $142,409-20.9% | $119,634-5.8% | $134,545-16.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -18.12% | -12.46%-5.7pp | -14.98%-3.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,086 | $5,224-79.2% | $4,232-74.3% | $4,742-77.1% |
| Participant deferral / active EE | $5,186 | $6,468-19.8% | $5,601-7.4% | $6,401-19.0% |
| Admin fee / account holder | $15,949 | $13,594+17.3% | $10,329+54.4% | $11,431+39.5% |