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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 | $50,230 | $91,911-45.3% | $68,612-26.8% | $135,380-62.9% |
| Participation rate | 72.7% | 76.7%-4.0pp | 72.2%+0.5pp | 82.6%-9.9pp |
| Annual return | -8.01% | -8.22%+0.2pp | -4.63%-3.4pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,360 | $3,924-65.3% | $2,625-48.2% | $4,779-71.5% |
| Participant deferral / active EE | $2,616 | $4,315-39.4% | $3,311-21.0% | $5,609-53.4% |
| Admin fee / account holder | $591 | $9,240-93.6% | $5,131-88.5% | $10,828-94.5% |