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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 | $26,507 | $100,811-73.7% | $86,698-69.4% | $134,545-80.3% |
| Participation rate | 70.0% | 79.0%-9.0pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -18.22% | 29.11%-47.3pp | 35.96%-54.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,021 | $3,490-70.7% | $2,837-64.0% | $4,742-78.5% |
| Participant deferral / active EE | $2,458 | $5,339-54.0% | $4,656-47.2% | $6,401-61.6% |
| Admin fee / account holder | $1,640 | $10,926-85.0% | $7,492-78.1% | $11,431-85.7% |