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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 | $40,190 | $105,861-62.0% | $90,756-55.7% | $134,509-70.1% |
| Participation rate | 77.3% | 78.2%-1.0pp | 75.7%+1.6pp | 81.2%-4.0pp |
| Annual return | -17.23% | -10.99%-6.2pp | -12.16%-5.1pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,781 | $3,463-48.6% | $2,922-39.0% | $4,741-62.4% |
| Participant deferral / active EE | $2,668 | $5,217-48.9% | $4,565-41.6% | $6,400-58.3% |
| Admin fee / account holder | $3,891 | $13,938-72.1% | $8,445-53.9% | $11,427-65.9% |