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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 | $43,129 | $167,353-74.2% | $143,797-70.0% | $134,545-67.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -15.18% | 0.48%-15.7pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $1,970 | $5,620-64.9% | $4,952-60.2% | $4,742-58.5% |
| Participant deferral / active EE | $4,701 | $6,447-27.1% | $5,638-16.6% | $6,401-26.6% |
| Admin fee / account holder | $15,031 | $18,096-16.9% | $14,679+2.4% | $11,431+31.5% |