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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 | $64,455 | $142,392-54.7% | $119,622-46.1% | $134,532-52.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -17.89% | -12.46%-5.4pp | -14.98%-2.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,485 | $5,224-71.6% | $4,232-64.9% | $4,741-68.7% |
| Participant deferral / active EE | $3,690 | $6,467-42.9% | $5,601-34.1% | $6,401-42.4% |
| Admin fee / account holder | $1,610 | $13,593-88.2% | $10,328-84.4% | $11,429-85.9% |