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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 | $38,579 | $167,362-76.9% | $143,799-73.2% | $134,532-71.3% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -18.34% | 0.47%-18.8pp | -0.04%-18.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,508 | $5,620-55.4% | $4,952-49.4% | $4,741-47.1% |
| Participant deferral / active EE | $5,524 | $6,447-14.3% | $5,638-2.0% | $6,401-13.7% |
| Admin fee / account holder | $5,788 | $18,094-68.0% | $14,677-60.6% | $11,429-49.4% |