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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 | $91,027 | $142,392-36.1% | $119,622-23.9% | $134,532-32.3% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.5pp |
| Annual return | -18.86% | -12.46%-6.4pp | -14.98%-3.9pp | 418.27%-437.1pp |
| Employer contribution / active EE | $2,341 | $5,224-55.2% | $4,232-44.7% | $4,741-50.6% |
| Participant deferral / active EE | $6,743 | $6,467+4.3% | $5,601+20.4% | $6,401+5.3% |
| Admin fee / account holder | $955 | $13,593-93.0% | $10,328-90.8% | $11,429-91.6% |