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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 | $75,971 | $175,646-56.7% | $129,118-41.2% | $134,545-43.5% |
| Participation rate | 71.4% | 81.6%-10.1pp | 77.2%-5.8pp | 81.2%-9.8pp |
| Annual return | -18.28% | -11.39%-6.9pp | -10.94%-7.3pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,943 | $6,355-53.7% | $5,051-41.7% | $4,742-37.9% |
| Participant deferral / active EE | $7,370 | $7,970-7.5% | $6,539+12.7% | $6,401+15.1% |
| Admin fee / account holder | $9,824 | $23,578-58.3% | $14,305-31.3% | $11,431-14.1% |