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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 | $21,169 | $197,819-89.3% | $155,789-86.4% | $125,389-83.1% |
| Participation rate | 73.3% | 82.1%-8.8pp | 76.1%-2.8pp | 83.2%-9.9pp |
| Annual return | -2.25% | 86.73%-89.0pp | 71.54%-73.8pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,080 | $4,850-77.7% | $3,839-71.9% | $4,866-77.8% |
| Participant deferral / active EE | $2,740 | $5,631-51.3% | $4,798-42.9% | $5,352-48.8% |
| Admin fee / account holder | $16,446 | $9,544+72.3% | $7,477+119.9% | $9,541+72.4% |