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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 | $42,499 | $129,959-67.3% | $104,301-59.3% | $134,509-68.4% |
| Participation rate | 70.6% | 79.5%-8.9pp | 73.3%-2.7pp | 81.2%-10.6pp |
| Annual return | -16.32% | 42.04%-58.4pp | 24.61%-40.9pp | 418.13%-434.5pp |
| Employer contribution / active EE | $1,500 | $4,185-64.2% | $3,373-55.5% | $4,741-68.3% |
| Participant deferral / active EE | $2,972 | $5,589-46.8% | $4,626-35.7% | $6,400-53.6% |
| Admin fee / account holder | $3,514 | $9,325-62.3% | $7,340-52.1% | $11,427-69.2% |