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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 | $34,645 | $100,811-65.6% | $86,698-60.0% | $134,545-74.3% |
| Participation rate | 70.0% | 79.0%-9.0pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -20.00% | 29.11%-49.1pp | 35.96%-56.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $2,365 | $3,490-32.2% | $2,837-16.6% | $4,742-50.1% |
| Participant deferral / active EE | $7,181 | $5,339+34.5% | $4,656+54.2% | $6,401+12.2% |
| Admin fee / account holder | $575 | $10,926-94.7% | $7,492-92.3% | $11,431-95.0% |