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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 | $25,797 | $167,352-84.6% | $143,788-82.1% | $134,509-80.8% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -20.03% | 0.47%-20.5pp | -0.03%-20.0pp | 418.13%-438.2pp |
| Employer contribution / active EE | $1,982 | $5,620-64.7% | $4,952-60.0% | $4,741-58.2% |
| Participant deferral / active EE | $4,023 | $6,447-37.6% | $5,638-28.6% | $6,400-37.1% |
| Admin fee / account holder | $692 | $18,091-96.2% | $14,675-95.3% | $11,427-93.9% |