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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 | $85,719 | $142,409-39.8% | $119,634-28.3% | $134,545-36.3% |
| Participation rate | 73.7% | 82.8%-9.1pp | 79.3%-5.6pp | 81.2%-7.5pp |
| Annual return | -14.65% | -12.46%-2.2pp | -14.98%+0.3pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,256 | $5,224-76.0% | $4,232-70.3% | $4,742-73.5% |
| Participant deferral / active EE | $3,602 | $6,468-44.3% | $5,601-35.7% | $6,401-43.7% |
| Admin fee / account holder | $1,088 | $13,594-92.0% | $10,329-89.5% | $11,431-90.5% |