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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 | $114,487 | $142,361-19.6% | $119,608-4.3% | $134,509-14.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -14.66% | -12.46%-2.2pp | -14.98%+0.3pp | 418.13%-432.8pp |
| Employer contribution / active EE | $1,811 | $5,224-65.3% | $4,232-57.2% | $4,741-61.8% |
| Participant deferral / active EE | $16,580 | $6,468+156.3% | $5,601+196.0% | $6,400+159.0% |
| Admin fee / account holder | $683 | $13,588-95.0% | $10,326-93.4% | $11,427-94.0% |