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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 | $38,290 | $154,193-75.2% | $130,045-70.6% | $139,466-72.5% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 27.49% | 32.51%-5.0pp | -137.30%+164.8pp | 373.66%-346.2pp |
| Employer contribution / active EE | $2,317 | $5,292-56.2% | $4,321-46.4% | $4,754-51.3% |
| Participant deferral / active EE | $8,882 | $6,709+32.4% | $5,820+52.6% | $6,712+32.3% |
| Admin fee / account holder | $2,704 | $13,989-80.7% | $10,600-74.5% | $11,409-76.3% |