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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 | $29,637 | $142,361-79.2% | $119,608-75.2% | $134,509-78.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -19.08% | -12.46%-6.6pp | -14.98%-4.1pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,884 | $5,224-63.9% | $4,232-55.5% | $4,741-60.3% |
| Participant deferral / active EE | $5,543 | $6,468-14.3% | $5,601-1.0% | $6,400-13.4% |
| Admin fee / account holder | $2,053 | $13,588-84.9% | $10,326-80.1% | $11,427-82.0% |