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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 | $20,003 | $93,117-78.5% | $77,096-74.1% | $134,532-85.1% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -14.38% | 62.67%-77.0pp | 42.35%-56.7pp | 418.27%-432.6pp |
| Employer contribution / active EE | $1,799 | $3,420-47.4% | $2,814-36.1% | $4,741-62.1% |
| Participant deferral / active EE | $5,392 | $5,241+2.9% | $4,429+21.7% | $6,401-15.8% |
| Admin fee / account holder | $2,621 | $6,948-62.3% | $5,428-51.7% | $11,429-77.1% |