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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 | $66,502 | $142,361-53.3% | $119,608-44.4% | $134,509-50.6% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -16.33% | -12.46%-3.9pp | -14.98%-1.4pp | 418.13%-434.5pp |
| Employer contribution / active EE | $4,559 | $5,224-12.7% | $4,232+7.7% | $4,741-3.8% |
| Participant deferral / active EE | $13,900 | $6,468+114.9% | $5,601+148.1% | $6,400+117.2% |
| Admin fee / account holder | $2,506 | $13,588-81.6% | $10,326-75.7% | $11,427-78.1% |