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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 | $69,807 | $142,392-51.0% | $119,622-41.6% | $134,532-48.1% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -17.09% | -12.46%-4.6pp | -14.98%-2.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,340 | $5,224-55.2% | $4,232-44.7% | $4,741-50.6% |
| Participant deferral / active EE | $6,317 | $6,467-2.3% | $5,601+12.8% | $6,401-1.3% |
| Admin fee / account holder | $2,669 | $13,593-80.4% | $10,328-74.2% | $11,429-76.6% |