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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 | $33,885 | $133,981-74.7% | $112,249-69.8% | $134,532-74.8% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -17.41% | 47.16%-64.6pp | 27.48%-44.9pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,982 | $4,040-50.9% | $3,636-45.5% | $4,741-58.2% |
| Participant deferral / active EE | $4,222 | $5,292-20.2% | $4,729-10.7% | $6,401-34.0% |
| Admin fee / account holder | $3,721 | $7,492-50.3% | $6,412-42.0% | $11,429-67.4% |