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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 | $46,103 | $167,352-72.5% | $143,788-67.9% | $134,509-65.7% |
| Participation rate | 76.2% | 84.8%-8.6pp | 80.3%-4.1pp | 81.2%-5.0pp |
| Annual return | -18.09% | 0.47%-18.6pp | -0.03%-18.1pp | 418.13%-436.2pp |
| Employer contribution / active EE | $1,577 | $5,620-71.9% | $4,952-68.2% | $4,741-66.7% |
| Participant deferral / active EE | $4,129 | $6,447-36.0% | $5,638-26.8% | $6,400-35.5% |
| Admin fee / account holder | $955 | $18,091-94.7% | $14,675-93.5% | $11,427-91.6% |