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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 | $46,951 | $142,409-67.0% | $119,634-60.8% | $134,545-65.1% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -13.53% | -12.46%-1.1pp | -14.98%+1.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $3,637 | $5,224-30.4% | $4,232-14.1% | $4,742-23.3% |
| Participant deferral / active EE | $4,917 | $6,468-24.0% | $5,601-12.2% | $6,401-23.2% |
| Admin fee / account holder | $11,028 | $13,594-18.9% | $10,329+6.8% | $11,431-3.5% |