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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 | $78,954 | $142,409-44.6% | $119,634-34.0% | $134,545-41.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -14.18% | -12.46%-1.7pp | -14.98%+0.8pp | 418.37%-432.5pp |
| Employer contribution / active EE | $3,694 | $5,224-29.3% | $4,232-12.7% | $4,742-22.1% |
| Participant deferral / active EE | $3,618 | $6,468-44.1% | $5,601-35.4% | $6,401-43.5% |
| Admin fee / account holder | $5,841 | $13,594-57.0% | $10,329-43.5% | $11,431-48.9% |