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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 | $72,188 | $90,467-20.2% | $93,759-23.0% | $134,532-46.3% |
| Participation rate | 90.0% | 82.0%+8.0pp | 81.0%+9.0pp | 81.2%+8.8pp |
| Annual return | -15.11% | -15.72%+0.6pp | -11.33%-3.8pp | 418.27%-433.4pp |
| Employer contribution / active EE | $3,099 | $4,345-28.7% | $4,324-28.3% | $4,741-34.6% |
| Participant deferral / active EE | $8,041 | $5,980+34.5% | $6,096+31.9% | $6,401+25.6% |
| Admin fee / account holder | $13,549 | $9,258+46.4% | $7,197+88.2% | $11,429+18.6% |