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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 | $25,390 | $133,981-81.0% | $112,249-77.4% | $134,532-81.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.84% | 47.16%-66.0pp | 27.48%-46.3pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,455 | $4,040-64.0% | $3,636-60.0% | $4,741-69.3% |
| Participant deferral / active EE | $3,626 | $5,292-31.5% | $4,729-23.3% | $6,401-43.4% |
| Admin fee / account holder | $894 | $7,492-88.1% | $6,412-86.1% | $11,429-92.2% |