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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 | $45,057 | $142,409-68.4% | $119,634-62.3% | $134,545-66.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -16.42% | -12.46%-4.0pp | -14.98%-1.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $2,204 | $5,224-57.8% | $4,232-47.9% | $4,742-53.5% |
| Participant deferral / active EE | $5,431 | $6,468-16.0% | $5,601-3.0% | $6,401-15.2% |
| Admin fee / account holder | $357 | $13,594-97.4% | $10,329-96.5% | $11,431-96.9% |