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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 | $84,075 | $134,001-37.3% | $112,258-25.1% | $134,509-37.5% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -17.03% | 47.15%-64.2pp | 27.47%-44.5pp | 418.13%-435.2pp |
| Employer contribution / active EE | $3,587 | $4,039-11.2% | $3,636-1.3% | $4,741-24.3% |
| Participant deferral / active EE | $10,592 | $5,291+100.2% | $4,728+124.0% | $6,400+65.5% |
| Admin fee / account holder | $2,858 | $7,491-61.8% | $6,411-55.4% | $11,427-75.0% |