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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 | $14,276 | $133,981-89.3% | $112,249-87.3% | $134,532-89.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.21% | 47.16%-66.4pp | 27.48%-46.7pp | 418.27%-437.5pp |
| Employer contribution / active EE | $947 | $4,040-76.5% | $3,636-73.9% | $4,741-80.0% |
| Participant deferral / active EE | $2,817 | $5,292-46.8% | $4,729-40.4% | $6,401-56.0% |
| Admin fee / account holder | $1,933 | $7,492-74.2% | $6,412-69.8% | $11,429-83.1% |