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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 | $28,796 | $100,811-71.4% | $86,698-66.8% | $134,545-78.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -19.76% | 29.11%-48.9pp | 35.96%-55.7pp | 418.37%-438.1pp |
| Employer contribution / active EE | $1,500 | $3,490-57.0% | $2,837-47.1% | $4,742-68.4% |
| Participant deferral / active EE | $1,900 | $5,339-64.4% | $4,656-59.2% | $6,401-70.3% |
| Admin fee / account holder | $6,992 | $10,926-36.0% | $7,492-6.7% | $11,431-38.8% |