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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 | $113,857 | $142,392-20.0% | $119,622-4.8% | $134,532-15.4% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -11.93% | -12.46%+0.5pp | -14.98%+3.1pp | 418.27%-430.2pp |
| Employer contribution / active EE | $3,409 | $5,224-34.7% | $4,232-19.4% | $4,741-28.1% |
| Participant deferral / active EE | $2,554 | $6,467-60.5% | $5,601-54.4% | $6,401-60.1% |
| Admin fee / account holder | $1,129 | $13,593-91.7% | $10,328-89.1% | $11,429-90.1% |