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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 | $110,704 | $142,409-22.3% | $119,634-7.5% | $134,545-17.7% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -16.19% | -12.46%-3.7pp | -14.98%-1.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $3,382 | $5,224-35.3% | $4,232-20.1% | $4,742-28.7% |
| Participant deferral / active EE | $5,200 | $6,468-19.6% | $5,601-7.2% | $6,401-18.8% |
| Admin fee / account holder | $14,133 | $13,594+4.0% | $10,329+36.8% | $11,431+23.6% |