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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 | $30,539 | $106,551-71.3% | $91,225-66.5% | $134,532-77.3% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -16.41% | 160.78%-177.2pp | 114.12%-130.5pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,460 | $3,331-56.2% | $2,851-48.8% | $4,741-69.2% |
| Participant deferral / active EE | $4,172 | $4,718-11.6% | $4,233-1.4% | $6,401-34.8% |
| Admin fee / account holder | $2,674 | $6,234-57.1% | $5,422-50.7% | $11,429-76.6% |