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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 | $82,904 | $97,020-14.5% | $83,327-0.5% | $135,380-38.8% |
| Participation rate | 70.0% | 80.4%-10.4pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -6.51% | 12.31%-18.8pp | 10.64%-17.2pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,851 | $4,144-55.3% | $3,379-45.2% | $4,779-61.3% |
| Participant deferral / active EE | $6,461 | $5,964+8.3% | $5,565+16.1% | $5,609+15.2% |
| Admin fee / account holder | $19,801 | $8,426+135.0% | $7,540+162.6% | $10,828+82.9% |