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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 | $117,007 | $142,392-17.8% | $119,622-2.2% | $134,532-13.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -19.90% | -12.46%-7.4pp | -14.98%-4.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,492 | $5,224-71.4% | $4,232-64.7% | $4,741-68.5% |
| Participant deferral / active EE | $3,146 | $6,467-51.4% | $5,601-43.8% | $6,401-50.9% |
| Admin fee / account holder | $1,729 | $13,593-87.3% | $10,328-83.3% | $11,429-84.9% |