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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 | $30,016 | $100,805-70.2% | $86,698-65.4% | $134,532-77.7% |
| Participation rate | 70.0% | 79.0%-9.0pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -17.29% | 29.09%-46.4pp | 35.95%-53.2pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,684 | $3,490-51.7% | $2,837-40.6% | $4,741-64.5% |
| Participant deferral / active EE | $5,063 | $5,339-5.2% | $4,656+8.7% | $6,401-20.9% |
| Admin fee / account holder | $854 | $10,925-92.2% | $7,493-88.6% | $11,429-92.5% |