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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 | $73,934 | $142,361-48.1% | $119,608-38.2% | $134,509-45.0% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | -5.11% | -12.46%+7.3pp | -14.98%+9.9pp | 418.13%-423.2pp |
| Employer contribution / active EE | $1,468 | $5,224-71.9% | $4,232-65.3% | $4,741-69.0% |
| Participant deferral / active EE | $6,827 | $6,468+5.5% | $5,601+21.9% | $6,400+6.7% |
| Admin fee / account holder | $7,451 | $13,588-45.2% | $10,326-27.8% | $11,427-34.8% |