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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 | $52,871 | $167,362-68.4% | $143,799-63.2% | $134,532-60.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.95% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $2,360 | $5,620-58.0% | $4,952-52.3% | $4,741-50.2% |
| Participant deferral / active EE | $7,170 | $6,447+11.2% | $5,638+27.2% | $6,401+12.0% |
| Admin fee / account holder | $636 | $18,094-96.5% | $14,677-95.7% | $11,429-94.4% |