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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 | $30,775 | $93,117-67.0% | $77,096-60.1% | $134,532-77.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -17.17% | 62.67%-79.8pp | 42.35%-59.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,315 | $3,420-32.3% | $2,814-17.7% | $4,741-51.2% |
| Participant deferral / active EE | $5,836 | $5,241+11.3% | $4,429+31.8% | $6,401-8.8% |
| Admin fee / account holder | $1,930 | $6,948-72.2% | $5,428-64.5% | $11,429-83.1% |