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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 | $26,367 | $167,362-84.2% | $143,799-81.7% | $134,532-80.4% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -15.32% | 0.47%-15.8pp | -0.04%-15.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,740 | $5,620-69.0% | $4,952-64.9% | $4,741-63.3% |
| Participant deferral / active EE | $3,096 | $6,447-52.0% | $5,638-45.1% | $6,401-51.6% |
| Admin fee / account holder | $11,735 | $18,094-35.1% | $14,677-20.0% | $11,429+2.7% |