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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 | $114,950 | $142,409-19.3% | $119,634-3.9% | $134,545-14.6% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -18.22% | -12.46%-5.8pp | -14.98%-3.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,920 | $5,224-44.1% | $4,232-31.0% | $4,742-38.4% |
| Participant deferral / active EE | $11,284 | $6,468+74.5% | $5,601+101.5% | $6,401+76.3% |
| Admin fee / account holder | $512 | $13,594-96.2% | $10,329-95.0% | $11,431-95.5% |