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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 | $105,828 | $142,358-25.7% | $119,615-11.5% | $134,493-21.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -11.58% | -12.46%+0.9pp | -14.98%+3.4pp | 418.01%-429.6pp |
| Employer contribution / active EE | $1,176 | $5,223-77.5% | $4,232-72.2% | $4,740-75.2% |
| Participant deferral / active EE | $5,454 | $6,470-15.7% | $5,602-2.6% | $6,400-14.8% |
| Admin fee / account holder | $11,175 | $13,585-17.7% | $10,324+8.2% | $11,425-2.2% |