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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 | $101,952 | $142,392-28.4% | $119,622-14.8% | $134,532-24.2% |
| Participation rate | 87.0% | 82.8%+4.1pp | 79.3%+7.7pp | 81.2%+5.7pp |
| Annual return | -8.54% | -12.46%+3.9pp | -14.98%+6.4pp | 418.27%-426.8pp |
| Employer contribution / active EE | $1,800 | $5,224-65.5% | $4,232-57.5% | $4,741-62.0% |
| Participant deferral / active EE | $3,462 | $6,467-46.5% | $5,601-38.2% | $6,401-45.9% |
| Admin fee / account holder | $441 | $13,593-96.8% | $10,328-95.7% | $11,429-96.1% |