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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 | $30,203 | $175,646-82.8% | $129,118-76.6% | $134,545-77.6% |
| Participation rate | 90.9% | 81.6%+9.4pp | 77.2%+13.7pp | 81.2%+9.7pp |
| Annual return | -15.91% | -11.39%-4.5pp | -10.94%-5.0pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,750 | $6,355-56.7% | $5,051-45.6% | $4,742-42.0% |
| Participant deferral / active EE | $6,291 | $7,970-21.1% | $6,539-3.8% | $6,401-1.7% |
| Admin fee / account holder | $2,854 | $23,578-87.9% | $14,305-80.0% | $11,431-75.0% |