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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 | $77,700 | $142,409-45.4% | $119,634-35.1% | $134,545-42.2% |
| Participation rate | 77.8% | 82.8%-5.1pp | 79.3%-1.5pp | 81.2%-3.5pp |
| Annual return | -14.13% | -12.46%-1.7pp | -14.98%+0.9pp | 418.37%-432.5pp |
| Employer contribution / active EE | $4,928 | $5,224-5.7% | $4,232+16.4% | $4,742+3.9% |
| Participant deferral / active EE | $3,833 | $6,468-40.7% | $5,601-31.6% | $6,401-40.1% |
| Admin fee / account holder | $999 | $13,594-92.6% | $10,329-90.3% | $11,431-91.3% |