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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 | $58,379 | $142,409-59.0% | $119,634-51.2% | $134,545-56.6% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | -11.79% | -12.46%+0.7pp | -14.98%+3.2pp | 418.37%-430.2pp |
| Employer contribution / active EE | $1,429 | $5,224-72.7% | $4,232-66.2% | $4,742-69.9% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,656 | $13,594+22.5% | $10,329+61.3% | $11,431+45.7% |