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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 | $67,015 | $133,981-50.0% | $112,249-40.3% | $134,532-50.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -11.65% | 47.16%-58.8pp | 27.48%-39.1pp | 418.27%-429.9pp |
| Employer contribution / active EE | $2,016 | $4,040-50.1% | $3,636-44.6% | $4,741-57.5% |
| Participant deferral / active EE | $3,623 | $5,292-31.5% | $4,729-23.4% | $6,401-43.4% |
| Admin fee / account holder | $627 | $7,492-91.6% | $6,412-90.2% | $11,429-94.5% |