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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 | $32,785 | $133,998-75.5% | $112,263-70.8% | $134,545-75.6% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -13.70% | 47.17%-60.9pp | 27.49%-41.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $2,216 | $4,040-45.2% | $3,636-39.1% | $4,742-53.3% |
| Participant deferral / active EE | $3,332 | $5,292-37.0% | $4,729-29.6% | $6,401-48.0% |
| Admin fee / account holder | $12,369 | $7,493+65.1% | $6,410+93.0% | $11,431+8.2% |