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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 | $17,310 | $67,396-74.3% | $60,919-71.6% | $134,545-87.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -17.96% | 50.12%-68.1pp | 16.96%-34.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $2,061 | $3,101-33.5% | $2,704-23.8% | $4,742-56.5% |
| Participant deferral / active EE | $6,962 | $4,534+53.5% | $3,814+82.5% | $6,401+8.8% |
| Admin fee / account holder | $14,525 | $4,590+216.5% | $3,228+350.0% | $11,431+27.1% |