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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 | $96,190 | $142,409-32.5% | $119,634-19.6% | $134,545-28.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.08% | -12.46%+0.4pp | -14.98%+2.9pp | 418.37%-430.4pp |
| Employer contribution / active EE | $3,277 | $5,224-37.3% | $4,232-22.6% | $4,742-30.9% |
| Participant deferral / active EE | $6,039 | $6,468-6.6% | $5,601+7.8% | $6,401-5.7% |
| Admin fee / account holder | $2,582 | $13,594-81.0% | $10,329-75.0% | $11,431-77.4% |