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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 | $72,857 | $142,392-48.8% | $119,622-39.1% | $134,532-45.8% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -14.65% | -12.46%-2.2pp | -14.98%+0.3pp | 418.27%-432.9pp |
| Employer contribution / active EE | $2,153 | $5,224-58.8% | $4,232-49.1% | $4,741-54.6% |
| Participant deferral / active EE | $8,829 | $6,467+36.5% | $5,601+57.7% | $6,401+37.9% |
| Admin fee / account holder | $71,000 | $13,593+422.3% | $10,328+587.5% | $11,429+521.3% |