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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 | $63,476 | $105,867-40.0% | $90,760-30.1% | $134,532-52.8% |
| Participation rate | 71.4% | 78.3%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -13.48% | -10.99%-2.5pp | -12.16%-1.3pp | 418.27%-431.7pp |
| Employer contribution / active EE | $1,157 | $3,464-66.6% | $2,922-60.4% | $4,741-75.6% |
| Participant deferral / active EE | $2,092 | $5,217-59.9% | $4,565-54.2% | $6,401-67.3% |
| Admin fee / account holder | $1,187 | $13,936-91.5% | $8,444-85.9% | $11,429-89.6% |