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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 | $24,236 | $93,117-74.0% | $77,096-68.6% | $134,532-82.0% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -20.53% | 62.67%-83.2pp | 42.35%-62.9pp | 418.27%-438.8pp |
| Employer contribution / active EE | $2,332 | $3,420-31.8% | $2,814-17.1% | $4,741-50.8% |
| Participant deferral / active EE | $6,456 | $5,241+23.2% | $4,429+45.8% | $6,401+0.9% |
| Admin fee / account holder | $3,445 | $6,948-50.4% | $5,428-36.5% | $11,429-69.9% |