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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 | $35,892 | $67,396-46.7% | $60,919-41.1% | $134,545-73.3% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.1%-1.7pp | 81.2%-9.8pp |
| Annual return | -14.56% | 50.12%-64.7pp | 16.96%-31.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $2,973 | $3,101-4.1% | $2,704+10.0% | $4,742-37.3% |
| Participant deferral / active EE | $9,784 | $4,534+115.8% | $3,814+156.5% | $6,401+52.8% |
| Admin fee / account holder | $5,588 | $4,590+21.8% | $3,228+73.1% | $11,431-51.1% |