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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 | $46,215 | $175,646-73.7% | $129,118-64.2% | $134,532-65.6% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.2%-7.2pp | 81.2%-11.2pp |
| Annual return | -17.48% | -11.39%-6.1pp | -10.94%-6.5pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,780 | $6,355-72.0% | $5,051-64.8% | $4,741-62.5% |
| Participant deferral / active EE | $2,457 | $7,970-69.2% | $6,539-62.4% | $6,401-61.6% |
| Admin fee / account holder | $870 | $23,578-96.3% | $14,305-93.9% | $11,429-92.4% |