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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 | $36,553 | $167,352-78.2% | $143,788-74.6% | $134,509-72.8% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -16.82% | 0.47%-17.3pp | -0.03%-16.8pp | 418.13%-435.0pp |
| Employer contribution / active EE | $1,619 | $5,620-71.2% | $4,952-67.3% | $4,741-65.8% |
| Participant deferral / active EE | $2,956 | $6,447-54.2% | $5,638-47.6% | $6,400-53.8% |
| Admin fee / account holder | $3,992 | $18,091-77.9% | $14,675-72.8% | $11,427-65.1% |