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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 | $43,312 | $142,409-69.6% | $119,634-63.8% | $134,545-67.8% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -14.55% | -12.46%-2.1pp | -14.98%+0.4pp | 418.37%-432.9pp |
| Employer contribution / active EE | $11,260 | $5,224+115.5% | $4,232+166.1% | $4,742+137.5% |
| Participant deferral / active EE | $2,127 | $6,468-67.1% | $5,601-62.0% | $6,401-66.8% |
| Admin fee / account holder | $4,927 | $13,594-63.8% | $10,329-52.3% | $11,431-56.9% |