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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 | $38,936 | $175,646-77.8% | $129,118-69.8% | $134,532-71.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.2%-2.2pp | 81.2%-6.2pp |
| Annual return | -13.74% | -11.39%-2.4pp | -10.94%-2.8pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,877 | $6,355-70.5% | $5,051-62.9% | $4,741-60.4% |
| Participant deferral / active EE | $5,616 | $7,970-29.5% | $6,539-14.1% | $6,401-12.3% |
| Admin fee / account holder | $1,350 | $23,578-94.3% | $14,305-90.6% | $11,429-88.2% |