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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 | $19,277 | $93,124-79.3% | $77,100-75.0% | $134,545-85.7% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -19.52% | 62.68%-82.2pp | 42.35%-61.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,345 | $3,421-60.7% | $2,815-52.2% | $4,742-71.6% |
| Participant deferral / active EE | $3,049 | $5,242-41.8% | $4,430-31.2% | $6,401-52.4% |
| Admin fee / account holder | $2,177 | $6,970-68.8% | $5,443-60.0% | $11,431-81.0% |