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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 | $26,561 | $142,392-81.3% | $119,622-77.8% | $134,532-80.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -13.25% | -12.46%-0.8pp | -14.98%+1.7pp | 418.27%-431.5pp |
| Employer contribution / active EE | $2,170 | $5,224-58.5% | $4,232-48.7% | $4,741-54.2% |
| Participant deferral / active EE | $3,949 | $6,467-38.9% | $5,601-29.5% | $6,401-38.3% |
| Admin fee / account holder | $836 | $13,593-93.9% | $10,328-91.9% | $11,429-92.7% |