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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 | $27,745 | $90,448-69.3% | $93,786-70.4% | $134,545-79.4% |
| Participation rate | 94.1% | 82.0%+12.1pp | 81.0%+13.1pp | 81.2%+12.9pp |
| Annual return | -19.33% | -15.71%-3.6pp | -11.32%-8.0pp | 418.37%-437.7pp |
| Employer contribution / active EE | $5,681 | $4,349+30.6% | $4,328+31.3% | $4,742+19.8% |
| Participant deferral / active EE | $2,221 | $5,983-62.9% | $6,100-63.6% | $6,401-65.3% |
| Admin fee / account holder | $7,717 | $9,232-16.4% | $7,184+7.4% | $11,431-32.5% |