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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 | $28,631 | $100,811-71.6% | $86,698-67.0% | $134,545-78.7% |
| Participation rate | 81.3% | 79.0%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -14.19% | 29.11%-43.3pp | 35.96%-50.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $873 | $3,490-75.0% | $2,837-69.2% | $4,742-81.6% |
| Participant deferral / active EE | $2,437 | $5,339-54.4% | $4,656-47.7% | $6,401-61.9% |
| Admin fee / account holder | $3,642 | $10,926-66.7% | $7,492-51.4% | $11,431-68.1% |