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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 | $65,927 | $142,361-53.7% | $119,608-44.9% | $134,509-51.0% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -17.55% | -12.46%-5.1pp | -14.98%-2.6pp | 418.13%-435.7pp |
| Employer contribution / active EE | $2,334 | $5,224-55.3% | $4,232-44.9% | $4,741-50.8% |
| Participant deferral / active EE | $8,727 | $6,468+34.9% | $5,601+55.8% | $6,400+36.3% |
| Admin fee / account holder | $494 | $13,588-96.4% | $10,326-95.2% | $11,427-95.7% |