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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 | $45,046 | $142,409-68.4% | $119,634-62.3% | $134,545-66.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -10.56% | -12.46%+1.9pp | -14.98%+4.4pp | 418.37%-428.9pp |
| Employer contribution / active EE | $3,488 | $5,224-33.2% | $4,232-17.6% | $4,742-26.4% |
| Participant deferral / active EE | $5,766 | $6,468-10.9% | $5,601+2.9% | $6,401-9.9% |
| Admin fee / account holder | $7,627 | $13,594-43.9% | $10,329-26.2% | $11,431-33.3% |