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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 | $16,421 | $82,288-80.0% | $68,794-76.1% | $134,509-87.8% |
| Participation rate | 78.3% | 75.1%+3.2pp | 69.0%+9.2pp | 81.2%-3.0pp |
| Annual return | -20.43% | -2.19%-18.2pp | -6.37%-14.1pp | 418.13%-438.6pp |
| Employer contribution / active EE | $2,458 | $3,301-25.5% | $2,656-7.4% | $4,741-48.2% |
| Participant deferral / active EE | $3,166 | $4,738-33.2% | $3,941-19.7% | $6,400-50.5% |
| Admin fee / account holder | $1,064 | $6,482-83.6% | $4,934-78.4% | $11,427-90.7% |