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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 | $19,287 | $95,915-79.9% | $79,580-75.8% | $134,532-85.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -19.89% | -2.71%-17.2pp | 0.15%-20.0pp | 418.27%-438.2pp |
| Employer contribution / active EE | $3,279 | $3,129+4.8% | $2,413+35.9% | $4,741-30.8% |
| Participant deferral / active EE | $6,464 | $4,693+37.7% | $3,985+62.2% | $6,401+1.0% |
| Admin fee / account holder | $423 | $9,132-95.4% | $6,835-93.8% | $11,429-96.3% |