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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 | $19,929 | $167,353-88.1% | $143,797-86.1% | $134,545-85.2% |
| Participation rate | 79.2% | 84.8%-5.7pp | 80.3%-1.2pp | 81.2%-2.1pp |
| Annual return | -16.82% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,398 | $5,620-75.1% | $4,952-71.8% | $4,742-70.5% |
| Participant deferral / active EE | $3,039 | $6,447-52.9% | $5,638-46.1% | $6,401-52.5% |
| Admin fee / account holder | $627 | $18,096-96.5% | $14,679-95.7% | $11,431-94.5% |