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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 | $37,409 | $167,353-77.6% | $143,797-74.0% | $134,545-72.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.02% | 0.48%-13.5pp | -0.04%-13.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $3,738 | $5,620-33.5% | $4,952-24.5% | $4,742-21.2% |
| Participant deferral / active EE | $3,564 | $6,447-44.7% | $5,638-36.8% | $6,401-44.3% |
| Admin fee / account holder | $328 | $18,096-98.2% | $14,679-97.8% | $11,431-97.1% |