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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 | $82,642 | $142,409-42.0% | $119,634-30.9% | $134,545-38.6% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -18.57% | -12.46%-6.1pp | -14.98%-3.6pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,192 | $5,224-77.2% | $4,232-71.8% | $4,742-74.9% |
| Participant deferral / active EE | $3,956 | $6,468-38.8% | $5,601-29.4% | $6,401-38.2% |
| Admin fee / account holder | $11,018 | $13,594-19.0% | $10,329+6.7% | $11,431-3.6% |