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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 | $44,792 | $167,362-73.2% | $143,799-68.9% | $134,532-66.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.26% | 0.47%-17.7pp | -0.04%-17.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,745 | $5,620-69.0% | $4,952-64.8% | $4,741-63.2% |
| Participant deferral / active EE | $3,095 | $6,447-52.0% | $5,638-45.1% | $6,401-51.6% |
| Admin fee / account holder | $6,097 | $18,094-66.3% | $14,677-58.5% | $11,429-46.7% |