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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 | $42,096 | $142,392-70.4% | $119,622-64.8% | $134,532-68.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -19.63% | -12.46%-7.2pp | -14.98%-4.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $3,113 | $5,224-40.4% | $4,232-26.4% | $4,741-34.3% |
| Participant deferral / active EE | $10,845 | $6,467+67.7% | $5,601+93.6% | $6,401+69.4% |
| Admin fee / account holder | $2,258 | $13,593-83.4% | $10,328-78.1% | $11,429-80.2% |