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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 | $40,101 | $142,392-71.8% | $119,622-66.5% | $134,532-70.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.45% | -12.46%-6.0pp | -14.98%-3.5pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,865 | $5,224-64.3% | $4,232-55.9% | $4,741-60.7% |
| Participant deferral / active EE | $4,136 | $6,467-36.0% | $5,601-26.2% | $6,401-35.4% |
| Admin fee / account holder | $1,884 | $13,593-86.1% | $10,328-81.8% | $11,429-83.5% |