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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 | $92,049 | $142,392-35.4% | $119,622-23.1% | $134,532-31.6% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | -16.58% | -12.46%-4.1pp | -14.98%-1.6pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,860 | $5,224-45.2% | $4,232-32.4% | $4,741-39.7% |
| Participant deferral / active EE | $7,896 | $6,467+22.1% | $5,601+41.0% | $6,401+23.4% |
| Admin fee / account holder | $2,625 | $13,593-80.7% | $10,328-74.6% | $11,429-77.0% |