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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 | $93,824 | $142,392-34.1% | $119,622-21.6% | $134,532-30.3% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -13.31% | -12.46%-0.8pp | -14.98%+1.7pp | 418.27%-431.6pp |
| Employer contribution / active EE | $1,723 | $5,224-67.0% | $4,232-59.3% | $4,741-63.7% |
| Participant deferral / active EE | $4,377 | $6,467-32.3% | $5,601-21.8% | $6,401-31.6% |
| Admin fee / account holder | $805 | $13,593-94.1% | $10,328-92.2% | $11,429-93.0% |