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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 | $90,839 | $142,409-36.2% | $119,634-24.1% | $134,545-32.5% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -9.94% | -12.46%+2.5pp | -14.98%+5.0pp | 418.37%-428.3pp |
| Employer contribution / active EE | $2,499 | $5,224-52.2% | $4,232-41.0% | $4,742-47.3% |
| Participant deferral / active EE | $6,100 | $6,468-5.7% | $5,601+8.9% | $6,401-4.7% |
| Admin fee / account holder | $6,864 | $13,594-49.5% | $10,329-33.6% | $11,431-40.0% |