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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 | $18,107 | $100,792-82.0% | $86,691-79.1% | $134,509-86.5% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.49% | 29.08%-46.6pp | 35.94%-53.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,939 | $3,491-44.5% | $2,837-31.7% | $4,741-59.1% |
| Participant deferral / active EE | $3,391 | $5,339-36.5% | $4,656-27.2% | $6,400-47.0% |
| Admin fee / account holder | $3,121 | $10,924-71.4% | $7,492-58.3% | $11,427-72.7% |