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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 | $32,378 | $56,197-42.4% | $67,652-52.1% | $59,633-45.7% |
| Participation rate | 71.4% | 71.5%0pp | 75.7%-4.2pp | 68.7%+2.8pp |
| Annual return | -0.49% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $643 | $1,615-60.2% | $2,266-71.6% | $2,203-70.8% |
| Participant deferral / active EE | $4,124 | $2,844+45.0% | $3,560+15.8% | $3,192+29.2% |
| Admin fee / account holder | $12,666 | $3,958+220.0% | $4,821+162.7% | $4,297+194.8% |