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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 | $47,866 | $92,219-48.1% | $76,767-37.6% | $135,380-64.6% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | -7.37% | 5.46%-12.8pp | 2.43%-9.8pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,436 | $3,216-24.2% | $2,485-2.0% | $4,779-49.0% |
| Participant deferral / active EE | $2,884 | $4,508-36.0% | $3,852-25.1% | $5,609-48.6% |
| Admin fee / account holder | $5,050 | $10,749-53.0% | $6,675-24.3% | $10,828-53.4% |