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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 | $77,303 | $90,448-14.5% | $93,786-17.6% | $134,545-42.5% |
| Participation rate | 81.3% | 82.0%-0.7pp | 81.0%+0.3pp | 81.2%0pp |
| Annual return | -15.12% | -15.71%+0.6pp | -11.32%-3.8pp | 418.37%-433.5pp |
| Employer contribution / active EE | $2,539 | $4,349-41.6% | $4,328-41.3% | $4,742-46.4% |
| Participant deferral / active EE | $6,582 | $5,983+10.0% | $6,100+7.9% | $6,401+2.8% |
| Admin fee / account holder | $935 | $9,232-89.9% | $7,184-87.0% | $11,431-91.8% |