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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 | $86,434 | $100,805-14.3% | $86,698-0.3% | $134,532-35.8% |
| Participation rate | 81.3% | 79.0%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -15.66% | 29.09%-44.7pp | 35.95%-51.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,591 | $3,490-54.4% | $2,837-43.9% | $4,741-66.4% |
| Participant deferral / active EE | $3,406 | $5,339-36.2% | $4,656-26.9% | $6,401-46.8% |
| Admin fee / account holder | $1,022 | $10,925-90.7% | $7,493-86.4% | $11,429-91.1% |