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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 | $54,483 | $99,032-45.0% | $80,022-31.9% | $135,380-59.8% |
| Participation rate | 70.8% | 78.4%-7.5pp | 75.8%-5.0pp | 82.6%-11.8pp |
| Annual return | -7.13% | 15.39%-22.5pp | 11.22%-18.4pp | 519.81%-526.9pp |
| Employer contribution / active EE | $525 | $3,043-82.7% | $2,468-78.7% | $4,779-89.0% |
| Participant deferral / active EE | $4,317 | $4,282+0.8% | $3,686+17.1% | $5,609-23.0% |
| Admin fee / account holder | $11,780 | $10,436+12.9% | $6,521+80.6% | $10,828+8.8% |