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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 | $116,612 | $142,409-18.1% | $119,634-2.5% | $134,545-13.3% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.3%-3.1pp | 81.2%-5.0pp |
| Annual return | -17.15% | -12.46%-4.7pp | -14.98%-2.2pp | 418.37%-435.5pp |
| Employer contribution / active EE | $2,583 | $5,224-50.6% | $4,232-39.0% | $4,742-45.5% |
| Participant deferral / active EE | $5,752 | $6,468-11.1% | $5,601+2.7% | $6,401-10.1% |
| Admin fee / account holder | $41,947 | $13,594+208.6% | $10,329+306.1% | $11,431+267.0% |