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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 | $45,745 | $59,116-22.6% | $86,438-47.1% | $68,486-33.2% |
| Participation rate | 74.6% | 75.2%-0.6pp | 80.3%-5.7pp | 67.9%+6.8pp |
| Annual return | -13.46% | -0.23%-13.2pp | 4397.19%-4410.7pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,270 | $2,519-49.6% | $3,769-66.3% | $2,597-51.1% |
| Participant deferral / active EE | $3,201 | $5,902-45.8% | $6,952-54.0% | $4,028-20.5% |
| Admin fee / account holder | $20,286 | $5,639+259.8% | $6,733+201.3% | $5,404+275.4% |