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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 | $47,646 | $167,352-71.5% | $143,788-66.9% | $134,509-64.6% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -14.82% | 0.47%-15.3pp | -0.03%-14.8pp | 418.13%-433.0pp |
| Employer contribution / active EE | $1,666 | $5,620-70.4% | $4,952-66.4% | $4,741-64.9% |
| Participant deferral / active EE | $7,170 | $6,447+11.2% | $5,638+27.2% | $6,400+12.0% |
| Admin fee / account holder | $1,976 | $18,091-89.1% | $14,675-86.5% | $11,427-82.7% |