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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 | $64,149 | $167,353-61.7% | $143,797-55.4% | $134,545-52.3% |
| Participation rate | 77.3% | 84.8%-7.5pp | 80.3%-3.0pp | 81.2%-4.0pp |
| Annual return | -15.35% | 0.48%-15.8pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $2,678 | $5,620-52.3% | $4,952-45.9% | $4,742-43.5% |
| Participant deferral / active EE | $3,266 | $6,447-49.3% | $5,638-42.1% | $6,401-49.0% |
| Admin fee / account holder | $581 | $18,096-96.8% | $14,679-96.0% | $11,431-94.9% |