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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 | $42,283 | $95,917-55.9% | $79,583-46.9% | $134,545-68.6% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -17.21% | -2.70%-14.5pp | 0.16%-17.4pp | 418.37%-435.6pp |
| Employer contribution / active EE | $1,249 | $3,129-60.1% | $2,414-48.3% | $4,742-73.7% |
| Participant deferral / active EE | $1,330 | $4,694-71.7% | $3,986-66.6% | $6,401-79.2% |
| Admin fee / account holder | $1,078 | $9,132-88.2% | $6,835-84.2% | $11,431-90.6% |