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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 | $70,585 | $93,124-24.2% | $77,100-8.4% | $134,545-47.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -21.29% | 62.68%-84.0pp | 42.35%-63.6pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,085 | $3,421-68.3% | $2,815-61.4% | $4,742-77.1% |
| Participant deferral / active EE | $2,460 | $5,242-53.1% | $4,430-44.5% | $6,401-61.6% |
| Admin fee / account holder | $10,486 | $6,970+50.5% | $5,443+92.6% | $11,431-8.3% |