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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 | $28,599 | $167,362-82.9% | $143,799-80.1% | $134,532-78.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.48% | 0.47%-13.9pp | -0.04%-13.4pp | 418.27%-431.7pp |
| Employer contribution / active EE | $2,374 | $5,620-57.8% | $4,952-52.1% | $4,741-49.9% |
| Participant deferral / active EE | $2,574 | $6,447-60.1% | $5,638-54.4% | $6,401-59.8% |
| Admin fee / account holder | $12,520 | $18,094-30.8% | $14,677-14.7% | $11,429+9.6% |