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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 | $52,901 | $100,811-47.5% | $86,698-39.0% | $134,545-60.7% |
| Participation rate | 73.9% | 79.0%-5.0pp | 76.6%-2.7pp | 81.2%-7.3pp |
| Annual return | -16.82% | 29.11%-45.9pp | 35.96%-52.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,414 | $3,490-59.5% | $2,837-50.1% | $4,742-70.2% |
| Participant deferral / active EE | $2,249 | $5,339-57.9% | $4,656-51.7% | $6,401-64.9% |
| Admin fee / account holder | $1,371 | $10,926-87.5% | $7,492-81.7% | $11,431-88.0% |