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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 | $59,687 | $100,805-40.8% | $86,698-31.2% | $134,532-55.6% |
| Participation rate | 78.9% | 79.0%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -14.05% | 29.09%-43.1pp | 35.95%-50.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $1,952 | $3,490-44.1% | $2,837-31.2% | $4,741-58.8% |
| Participant deferral / active EE | $3,809 | $5,339-28.7% | $4,656-18.2% | $6,401-40.5% |
| Admin fee / account holder | $6,429 | $10,925-41.2% | $7,493-14.2% | $11,429-43.7% |