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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 | $58,346 | $142,392-59.0% | $119,622-51.2% | $134,532-56.6% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -10.18% | -12.46%+2.3pp | -14.98%+4.8pp | 418.27%-428.4pp |
| Employer contribution / active EE | $14,858 | $5,224+184.4% | $4,232+251.1% | $4,741+213.4% |
| Participant deferral / active EE | $4,308 | $6,467-33.4% | $5,601-23.1% | $6,401-32.7% |
| Admin fee / account holder | $565 | $13,593-95.8% | $10,328-94.5% | $11,429-95.1% |