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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 | $93,839 | $142,409-34.1% | $119,634-21.6% | $134,545-30.3% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | -15.82% | -12.46%-3.4pp | -14.98%-0.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,900 | $6,468-24.2% | $5,601-12.5% | $6,401-23.5% |
| Admin fee / account holder | $13,084 | $13,594-3.8% | $10,329+26.7% | $11,431+14.5% |