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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 | $81,937 | $133,981-38.8% | $112,249-27.0% | $134,532-39.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.27% | 47.16%-64.4pp | 27.48%-44.8pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,688 | $4,040-58.2% | $3,636-53.6% | $4,741-64.4% |
| Participant deferral / active EE | $2,476 | $5,292-53.2% | $4,729-47.7% | $6,401-61.3% |
| Admin fee / account holder | $1,405 | $7,492-81.2% | $6,412-78.1% | $11,429-87.7% |