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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 | $90,165 | $175,600-48.7% | $129,110-30.2% | $134,509-33.0% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.3%+4.6pp | 81.2%+0.6pp |
| Annual return | -8.70% | -11.39%+2.7pp | -10.94%+2.2pp | 418.13%-426.8pp |
| Employer contribution / active EE | $2,174 | $6,355-65.8% | $5,052-57.0% | $4,741-54.1% |
| Participant deferral / active EE | $2,999 | $7,975-62.4% | $6,542-54.2% | $6,400-53.1% |
| Admin fee / account holder | $3,834 | $23,567-83.7% | $14,302-73.2% | $11,427-66.4% |