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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 | $48,445 | $142,409-66.0% | $119,634-59.5% | $134,545-64.0% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.3%+5.3pp | 81.2%+3.4pp |
| Annual return | -11.66% | -12.46%+0.8pp | -14.98%+3.3pp | 418.37%-430.0pp |
| Employer contribution / active EE | $2,339 | $5,224-55.2% | $4,232-44.7% | $4,742-50.7% |
| Participant deferral / active EE | $3,822 | $6,468-40.9% | $5,601-31.8% | $6,401-40.3% |
| Admin fee / account holder | $453 | $13,594-96.7% | $10,329-95.6% | $11,431-96.0% |