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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 | $30,521 | $142,409-78.6% | $119,634-74.5% | $134,545-77.3% |
| Participation rate | 84.2% | 82.8%+1.4pp | 79.3%+4.9pp | 81.2%+3.0pp |
| Annual return | -5.49% | -12.46%+7.0pp | -14.98%+9.5pp | 418.37%-423.9pp |
| Employer contribution / active EE | $1,411 | $5,224-73.0% | $4,232-66.7% | $4,742-70.2% |
| Participant deferral / active EE | $3,479 | $6,468-46.2% | $5,601-37.9% | $6,401-45.7% |
| Admin fee / account holder | $61,703 | $13,594+353.9% | $10,329+497.4% | $11,431+439.8% |