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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 | $38,739 | $167,362-76.9% | $143,799-73.1% | $134,532-71.2% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -17.20% | 0.47%-17.7pp | -0.04%-17.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,330 | $5,620-76.3% | $4,952-73.1% | $4,741-72.0% |
| Participant deferral / active EE | $3,726 | $6,447-42.2% | $5,638-33.9% | $6,401-41.8% |
| Admin fee / account holder | $947 | $18,094-94.8% | $14,677-93.6% | $11,429-91.7% |