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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 | $27,665 | $142,409-80.6% | $119,634-76.9% | $134,545-79.4% |
| Participation rate | 81.0% | 82.8%-1.9pp | 79.3%+1.7pp | 81.2%-0.3pp |
| Annual return | -9.39% | -12.46%+3.1pp | -14.98%+5.6pp | 418.37%-427.8pp |
| Employer contribution / active EE | $1,686 | $5,224-67.7% | $4,232-60.2% | $4,742-64.4% |
| Participant deferral / active EE | $2,397 | $6,468-62.9% | $5,601-57.2% | $6,401-62.5% |
| Admin fee / account holder | $1,027 | $13,594-92.4% | $10,329-90.1% | $11,431-91.0% |