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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 | $58,747 | $95,915-38.8% | $79,580-26.2% | $134,532-56.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -17.87% | -2.71%-15.2pp | 0.15%-18.0pp | 418.27%-436.1pp |
| Employer contribution / active EE | $699 | $3,129-77.6% | $2,413-71.0% | $4,741-85.2% |
| Participant deferral / active EE | $3,530 | $4,693-24.8% | $3,985-11.4% | $6,401-44.8% |
| Admin fee / account holder | $561 | $9,132-93.9% | $6,835-91.8% | $11,429-95.1% |