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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 | $61,190 | $142,392-57.0% | $119,622-48.8% | $134,532-54.5% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -17.41% | -12.46%-5.0pp | -14.98%-2.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,916 | $5,224-63.3% | $4,232-54.7% | $4,741-59.6% |
| Participant deferral / active EE | $6,499 | $6,467+0.5% | $5,601+16.0% | $6,401+1.5% |
| Admin fee / account holder | $13,875 | $13,593+2.1% | $10,328+34.3% | $11,429+21.4% |