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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 | $39,776 | $190,879-79.2% | $160,009-75.1% | $134,532-70.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.0%-8.0pp | 81.2%-11.2pp |
| Annual return | -16.20% | 552.63%-568.8pp | 408.85%-425.0pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,005 | $4,995-79.9% | $4,225-76.2% | $4,741-78.8% |
| Participant deferral / active EE | $3,170 | $6,924-54.2% | $6,183-48.7% | $6,401-50.5% |
| Admin fee / account holder | $1,840 | $10,495-82.5% | $8,715-78.9% | $11,429-83.9% |