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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 | $26,432 | $133,981-80.3% | $112,249-76.5% | $134,532-80.4% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -17.17% | 47.16%-64.3pp | 27.48%-44.6pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,353 | $4,040-41.8% | $3,636-35.3% | $4,741-50.4% |
| Participant deferral / active EE | $6,175 | $5,292+16.7% | $4,729+30.6% | $6,401-3.5% |
| Admin fee / account holder | $2,786 | $7,492-62.8% | $6,412-56.5% | $11,429-75.6% |