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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 | $23,631 | $167,352-85.9% | $143,788-83.6% | $134,509-82.4% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -19.35% | 0.47%-19.8pp | -0.03%-19.3pp | 418.13%-437.5pp |
| Employer contribution / active EE | $2,940 | $5,620-47.7% | $4,952-40.6% | $4,741-38.0% |
| Participant deferral / active EE | $4,550 | $6,447-29.4% | $5,638-19.3% | $6,400-28.9% |
| Admin fee / account holder | $4,750 | $18,091-73.7% | $14,675-67.6% | $11,427-58.4% |