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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 | $25,365 | $142,409-82.2% | $119,634-78.8% | $134,545-81.1% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -8.88% | -12.46%+3.6pp | -14.98%+6.1pp | 418.37%-427.2pp |
| Employer contribution / active EE | $1,577 | $5,224-69.8% | $4,232-62.7% | $4,742-66.7% |
| Participant deferral / active EE | $4,141 | $6,468-36.0% | $5,601-26.1% | $6,401-35.3% |
| Admin fee / account holder | $9,120 | $13,594-32.9% | $10,329-11.7% | $11,431-20.2% |