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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 | $83,653 | $167,362-50.0% | $143,799-41.8% | $134,532-37.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.44% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,064 | $5,620-63.3% | $4,952-58.3% | $4,741-56.5% |
| Participant deferral / active EE | $4,043 | $6,447-37.3% | $5,638-28.3% | $6,401-36.8% |
| Admin fee / account holder | $1,248 | $18,094-93.1% | $14,677-91.5% | $11,429-89.1% |