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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 | $84,217 | $142,392-40.9% | $119,622-29.6% | $134,532-37.4% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -16.71% | -12.46%-4.3pp | -14.98%-1.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,716 | $5,224-48.0% | $4,232-35.8% | $4,741-42.7% |
| Participant deferral / active EE | $11,466 | $6,467+77.3% | $5,601+104.7% | $6,401+79.1% |
| Admin fee / account holder | $11,924 | $13,593-12.3% | $10,328+15.5% | $11,429+4.3% |