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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 | $118,773 | $142,361-16.6% | $119,608-0.7% | $134,509-11.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -15.27% | -12.46%-2.8pp | -14.98%-0.3pp | 418.13%-433.4pp |
| Employer contribution / active EE | $2,062 | $5,224-60.5% | $4,232-51.3% | $4,741-56.5% |
| Participant deferral / active EE | $4,205 | $6,468-35.0% | $5,601-24.9% | $6,400-34.3% |
| Admin fee / account holder | $6,119 | $13,588-55.0% | $10,326-40.7% | $11,427-46.5% |