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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 | $41,867 | $82,324-49.1% | $68,803-39.2% | $134,545-68.9% |
| Participation rate | 73.3% | 75.1%-1.7pp | 69.0%+4.3pp | 81.2%-7.9pp |
| Annual return | -17.29% | -2.17%-15.1pp | -6.37%-10.9pp | 418.37%-435.7pp |
| Employer contribution / active EE | $3,753 | $3,302+13.7% | $2,656+41.3% | $4,742-20.8% |
| Participant deferral / active EE | $8,549 | $4,740+80.4% | $3,942+116.9% | $6,401+33.6% |
| Admin fee / account holder | $563 | $6,485-91.3% | $4,936-88.6% | $11,431-95.1% |