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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 | $18,356 | $100,772-81.8% | $86,690-78.8% | $134,493-86.4% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -17.74% | 29.06%-46.8pp | 35.93%-53.7pp | 418.01%-435.8pp |
| Employer contribution / active EE | $1,935 | $3,490-44.5% | $2,837-31.8% | $4,740-59.2% |
| Participant deferral / active EE | $2,813 | $5,338-47.3% | $4,656-39.6% | $6,400-56.0% |
| Admin fee / account holder | $1,099 | $10,920-89.9% | $7,490-85.3% | $11,425-90.4% |