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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 | $58,310 | $95,915-39.2% | $79,580-26.7% | $134,532-56.7% |
| Participation rate | 73.9% | 75.0%-1.1pp | 69.5%+4.4pp | 81.2%-7.3pp |
| Annual return | -15.81% | -2.71%-13.1pp | 0.15%-16.0pp | 418.27%-434.1pp |
| Employer contribution / active EE | $5,267 | $3,129+68.4% | $2,413+118.3% | $4,741+11.1% |
| Participant deferral / active EE | $4,432 | $4,693-5.6% | $3,985+11.2% | $6,401-30.8% |
| Admin fee / account holder | $2,977 | $9,132-67.4% | $6,835-56.4% | $11,429-73.9% |