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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 | $37,805 | $92,219-59.0% | $76,766-50.8% | $135,382-72.1% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -8.37% | 5.46%-13.8pp | 2.43%-10.8pp | 519.77%-528.1pp |
| Employer contribution / active EE | $2,162 | $3,216-32.8% | $2,485-13.0% | $4,779-54.8% |
| Participant deferral / active EE | $2,877 | $4,508-36.2% | $3,851-25.3% | $5,609-48.7% |
| Admin fee / account holder | $2,500 | $10,749-76.7% | $6,675-62.5% | $10,829-76.9% |