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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 | $52,134 | $142,392-63.4% | $119,622-56.4% | $134,532-61.2% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -15.73% | -12.46%-3.3pp | -14.98%-0.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $2,101 | $5,224-59.8% | $4,232-50.4% | $4,741-55.7% |
| Participant deferral / active EE | $5,103 | $6,467-21.1% | $5,601-8.9% | $6,401-20.3% |
| Admin fee / account holder | $7,831 | $13,593-42.4% | $10,328-24.2% | $11,429-31.5% |