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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 | $33,551 | $142,392-76.4% | $119,622-72.0% | $134,532-75.1% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -19.39% | -12.46%-6.9pp | -14.98%-4.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,661 | $5,224-49.1% | $4,232-37.1% | $4,741-43.9% |
| Participant deferral / active EE | $4,885 | $6,467-24.5% | $5,601-12.8% | $6,401-23.7% |
| Admin fee / account holder | $815 | $13,593-94.0% | $10,328-92.1% | $11,429-92.9% |