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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 | $55,605 | $133,998-58.5% | $112,263-50.5% | $134,545-58.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -19.20% | 47.17%-66.4pp | 27.49%-46.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,741 | $4,040-56.9% | $3,636-52.1% | $4,742-63.3% |
| Participant deferral / active EE | $3,981 | $5,292-24.8% | $4,729-15.8% | $6,401-37.8% |
| Admin fee / account holder | $5,364 | $7,493-28.4% | $6,410-16.3% | $11,431-53.1% |