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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 | $46,132 | $142,392-67.6% | $119,622-61.4% | $134,532-65.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -18.07% | -12.46%-5.6pp | -14.98%-3.1pp | 418.27%-436.3pp |
| Employer contribution / active EE | $2,826 | $5,224-45.9% | $4,232-33.2% | $4,741-40.4% |
| Participant deferral / active EE | $4,375 | $6,467-32.4% | $5,601-21.9% | $6,401-31.7% |
| Admin fee / account holder | $1,313 | $13,593-90.3% | $10,328-87.3% | $11,429-88.5% |