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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 | $23,047 | $107,809-78.6% | $90,657-74.6% | $135,380-83.0% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -8.81% | -0.90%-7.9pp | 1.89%-10.7pp | 519.81%-528.6pp |
| Employer contribution / active EE | $2,010 | $3,018-33.4% | $2,532-20.6% | $4,779-57.9% |
| Participant deferral / active EE | $4,443 | $3,872+14.7% | $3,424+29.7% | $5,609-20.8% |
| Admin fee / account holder | $2,241 | $5,931-62.2% | $4,994-55.1% | $10,828-79.3% |