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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 | $11,669 | $133,981-91.3% | $112,249-89.6% | $134,532-91.3% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -18.72% | 47.16%-65.9pp | 27.48%-46.2pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,933 | $4,040-52.2% | $3,636-46.8% | $4,741-59.2% |
| Participant deferral / active EE | $4,010 | $5,292-24.2% | $4,729-15.2% | $6,401-37.4% |
| Admin fee / account holder | $2,669 | $7,492-64.4% | $6,412-58.4% | $11,429-76.6% |