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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 | $56,998 | $133,998-57.5% | $112,263-49.2% | $134,545-57.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.74% | 47.17%-66.9pp | 27.49%-47.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $3,293 | $4,040-18.5% | $3,636-9.4% | $4,742-30.6% |
| Participant deferral / active EE | $8,857 | $5,292+67.4% | $4,729+87.3% | $6,401+38.4% |
| Admin fee / account holder | $800 | $7,493-89.3% | $6,410-87.5% | $11,431-93.0% |