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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 | $35,993 | $133,998-73.1% | $112,263-67.9% | $134,545-73.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.28% | 47.17%-67.5pp | 27.49%-47.8pp | 418.37%-438.6pp |
| Employer contribution / active EE | $9,927 | $4,040+145.7% | $3,636+173.0% | $4,742+109.4% |
| Participant deferral / active EE | $7,043 | $5,292+33.1% | $4,729+48.9% | $6,401+10.0% |
| Admin fee / account holder | $1,956 | $7,493-73.9% | $6,410-69.5% | $11,431-82.9% |