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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 | $22,203 | $133,981-83.4% | $112,249-80.2% | $134,532-83.5% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -20.32% | 47.16%-67.5pp | 27.48%-47.8pp | 418.27%-438.6pp |
| Employer contribution / active EE | $2,423 | $4,040-40.0% | $3,636-33.4% | $4,741-48.9% |
| Participant deferral / active EE | $6,967 | $5,292+31.7% | $4,729+47.3% | $6,401+8.9% |
| Admin fee / account holder | $3,604 | $7,492-51.9% | $6,412-43.8% | $11,429-68.5% |