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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 | $33,881 | $105,866-68.0% | $90,766-62.7% | $134,545-74.8% |
| Participation rate | 76.9% | 78.3%-1.3pp | 75.7%+1.2pp | 81.2%-4.3pp |
| Annual return | -17.66% | -10.99%-6.7pp | -12.16%-5.5pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,040 | $3,464-70.0% | $2,922-64.4% | $4,742-78.1% |
| Participant deferral / active EE | $1,924 | $5,217-63.1% | $4,565-57.8% | $6,401-69.9% |
| Admin fee / account holder | $7,241 | $13,938-48.0% | $8,446-14.3% | $11,431-36.6% |