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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 | $61,484 | $142,409-56.8% | $119,634-48.6% | $134,545-54.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -19.50% | -12.46%-7.0pp | -14.98%-4.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,391 | $5,224-54.2% | $4,232-43.5% | $4,742-49.6% |
| Participant deferral / active EE | $9,379 | $6,468+45.0% | $5,601+67.4% | $6,401+46.5% |
| Admin fee / account holder | $498 | $13,594-96.3% | $10,329-95.2% | $11,431-95.6% |