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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 | $40,299 | $95,915-58.0% | $79,580-49.4% | $134,532-70.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -19.56% | -2.71%-16.9pp | 0.15%-19.7pp | 418.27%-437.8pp |
| Employer contribution / active EE | $3,112 | $3,129-0.6% | $2,413+28.9% | $4,741-34.4% |
| Participant deferral / active EE | $9,168 | $4,693+95.3% | $3,985+130.0% | $6,401+43.2% |
| Admin fee / account holder | $7,002 | $9,132-23.3% | $6,835+2.4% | $11,429-38.7% |