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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 | $27,155 | $134,001-79.7% | $112,258-75.8% | $134,509-79.8% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | -17.06% | 47.15%-64.2pp | 27.47%-44.5pp | 418.13%-435.2pp |
| Employer contribution / active EE | $1,269 | $4,039-68.6% | $3,636-65.1% | $4,741-73.2% |
| Participant deferral / active EE | $2,144 | $5,291-59.5% | $4,728-54.7% | $6,400-66.5% |
| Admin fee / account holder | $2,061 | $7,491-72.5% | $6,411-67.8% | $11,427-82.0% |