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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 | $92,334 | $142,409-35.2% | $119,634-22.8% | $134,545-31.4% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -15.34% | -12.46%-2.9pp | -14.98%-0.4pp | 418.37%-433.7pp |
| Employer contribution / active EE | $3,351 | $5,224-35.8% | $4,232-20.8% | $4,742-29.3% |
| Participant deferral / active EE | $4,543 | $6,468-29.8% | $5,601-18.9% | $6,401-29.0% |
| Admin fee / account holder | $4,655 | $13,594-65.8% | $10,329-54.9% | $11,431-59.3% |