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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 | $35,420 | $67,372-47.4% | $60,906-41.8% | $134,532-73.7% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.1%-2.5pp | 81.2%-10.6pp |
| Annual return | -13.20% | 50.05%-63.2pp | 16.94%-30.1pp | 418.27%-431.5pp |
| Employer contribution / active EE | $1,975 | $3,099-36.3% | $2,703-26.9% | $4,741-58.3% |
| Participant deferral / active EE | $3,874 | $4,532-14.5% | $3,814+1.6% | $6,401-39.5% |
| Admin fee / account holder | $471 | $4,588-89.7% | $3,227-85.4% | $11,429-95.9% |