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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 | $28,314 | $133,998-78.9% | $112,263-74.8% | $134,545-79.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -13.89% | 47.17%-61.1pp | 27.49%-41.4pp | 418.37%-432.3pp |
| Employer contribution / active EE | $3,613 | $4,040-10.6% | $3,636-0.6% | $4,742-23.8% |
| Participant deferral / active EE | $6,750 | $5,292+27.5% | $4,729+42.7% | $6,401+5.4% |
| Admin fee / account holder | $5,421 | $7,493-27.7% | $6,410-15.4% | $11,431-52.6% |