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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 | $94,532 | $142,392-33.6% | $119,622-21.0% | $134,532-29.7% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -7.94% | -12.46%+4.5pp | -14.98%+7.0pp | 418.27%-426.2pp |
| Employer contribution / active EE | $3,490 | $5,224-33.2% | $4,232-17.5% | $4,741-26.4% |
| Participant deferral / active EE | $6,376 | $6,467-1.4% | $5,601+13.8% | $6,401-0.4% |
| Admin fee / account holder | $2,128 | $13,593-84.3% | $10,328-79.4% | $11,429-81.4% |