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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 | $33,628 | $167,504-79.9% | $151,628-77.8% | $134,509-75.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -18.60% | 7.81%-26.4pp | 3.34%-21.9pp | 418.13%-436.7pp |
| Employer contribution / active EE | $2,871 | $6,828-58.0% | $6,165-53.4% | $4,741-39.4% |
| Participant deferral / active EE | $6,888 | $8,985-23.3% | $8,363-17.6% | $6,400+7.6% |
| Admin fee / account holder | $5,819 | $13,779-57.8% | $11,613-49.9% | $11,427-49.1% |