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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 | $99,447 | $142,409-30.2% | $119,634-16.9% | $134,545-26.1% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -18.01% | -12.46%-5.5pp | -14.98%-3.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $2,301 | $5,224-56.0% | $4,232-45.6% | $4,742-51.5% |
| Participant deferral / active EE | $6,093 | $6,468-5.8% | $5,601+8.8% | $6,401-4.8% |
| Admin fee / account holder | $2,775 | $13,594-79.6% | $10,329-73.1% | $11,431-75.7% |