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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 | $33,973 | $100,811-66.3% | $86,698-60.8% | $134,545-74.7% |
| Participation rate | 72.7% | 79.0%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -13.02% | 29.11%-42.1pp | 35.96%-49.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $1,206 | $3,490-65.4% | $2,837-57.5% | $4,742-74.6% |
| Participant deferral / active EE | $4,242 | $5,339-20.6% | $4,656-8.9% | $6,401-33.7% |
| Admin fee / account holder | $518 | $10,926-95.3% | $7,492-93.1% | $11,431-95.5% |