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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 | $31,465 | $82,674-61.9% | $125,381-74.9% | $68,486-54.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -18.63% | -5.97%-12.7pp | 572.31%-590.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,650 | $3,382-51.2% | $4,815-65.7% | $2,597-36.5% |
| Participant deferral / active EE | $3,376 | $6,111-44.8% | $7,448-54.7% | $4,028-16.2% |
| Admin fee / account holder | $1,775 | $6,277-71.7% | $10,007-82.3% | $5,404-67.2% |