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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 | $30,832 | $95,915-67.9% | $79,580-61.3% | $134,532-77.1% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -17.18% | -2.71%-14.5pp | 0.15%-17.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,236 | $3,129-60.5% | $2,413-48.8% | $4,741-73.9% |
| Participant deferral / active EE | $2,324 | $4,693-50.5% | $3,985-41.7% | $6,401-63.7% |
| Admin fee / account holder | $923 | $9,132-89.9% | $6,835-86.5% | $11,429-91.9% |