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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 | $73,242 | $142,409-48.6% | $119,634-38.8% | $134,545-45.6% |
| Participation rate | 95.2% | 82.8%+12.4pp | 79.3%+16.0pp | 81.2%+14.0pp |
| Annual return | -14.98% | -12.46%-2.5pp | -14.98%0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $1,482 | $5,224-71.6% | $4,232-65.0% | $4,742-68.7% |
| Participant deferral / active EE | $3,624 | $6,468-44.0% | $5,601-35.3% | $6,401-43.4% |
| Admin fee / account holder | $5,435 | $13,594-60.0% | $10,329-47.4% | $11,431-52.4% |