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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 | $41,151 | $167,533-75.4% | $151,645-72.9% | $134,545-69.4% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -17.54% | 7.81%-25.4pp | 3.34%-20.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,181 | $6,828-68.1% | $6,165-64.6% | $4,742-54.0% |
| Participant deferral / active EE | $4,185 | $8,985-53.4% | $8,363-50.0% | $6,401-34.6% |
| Admin fee / account holder | $1,663 | $13,781-87.9% | $11,614-85.7% | $11,431-85.5% |