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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 | $43,570 | $142,392-69.4% | $119,622-63.6% | $134,532-67.6% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.3%-7.0pp | 81.2%-9.0pp |
| Annual return | -11.41% | -12.46%+1.1pp | -14.98%+3.6pp | 418.27%-429.7pp |
| Employer contribution / active EE | $1,507 | $5,224-71.1% | $4,232-64.4% | $4,741-68.2% |
| Participant deferral / active EE | $2,921 | $6,467-54.8% | $5,601-47.8% | $6,401-54.4% |
| Admin fee / account holder | $19,825 | $13,593+45.9% | $10,328+92.0% | $11,429+73.5% |