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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 | $74,846 | $95,895-22.0% | $79,576-5.9% | $134,509-44.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -20.33% | -2.72%-17.6pp | 0.15%-20.5pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,700 | $3,128-45.7% | $2,413-29.5% | $4,741-64.1% |
| Participant deferral / active EE | $3,702 | $4,693-21.1% | $3,985-7.1% | $6,400-42.2% |
| Admin fee / account holder | $868 | $9,129-90.5% | $6,834-87.3% | $11,427-92.4% |