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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 | $30,355 | $142,392-78.7% | $119,622-74.6% | $134,532-77.4% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | -15.89% | -12.46%-3.4pp | -14.98%-0.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $5,282 | $5,224+1.1% | $4,232+24.8% | $4,741+11.4% |
| Participant deferral / active EE | $6,147 | $6,467-4.9% | $5,601+9.8% | $6,401-4.0% |
| Admin fee / account holder | $884 | $13,593-93.5% | $10,328-91.4% | $11,429-92.3% |