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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 | $34,698 | $167,353-79.3% | $143,797-75.9% | $134,545-74.2% |
| Participation rate | 76.5% | 84.8%-8.4pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -17.38% | 0.48%-17.9pp | -0.04%-17.3pp | 418.37%-435.8pp |
| Employer contribution / active EE | $4,145 | $5,620-26.3% | $4,952-16.3% | $4,742-12.6% |
| Participant deferral / active EE | $7,372 | $6,447+14.4% | $5,638+30.8% | $6,401+15.2% |
| Admin fee / account holder | $5,083 | $18,096-71.9% | $14,679-65.4% | $11,431-55.5% |