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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 | $24,122 | $142,409-83.1% | $119,634-79.8% | $134,545-82.1% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -18.29% | -12.46%-5.8pp | -14.98%-3.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $4,108 | $5,224-21.4% | $4,232-2.9% | $4,742-13.4% |
| Participant deferral / active EE | $5,483 | $6,468-15.2% | $5,601-2.1% | $6,401-14.4% |
| Admin fee / account holder | $1,486 | $13,594-89.1% | $10,329-85.6% | $11,431-87.0% |