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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 | $53,973 | $167,353-67.7% | $143,797-62.5% | $134,545-59.9% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -17.74% | 0.48%-18.2pp | -0.04%-17.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $3,355 | $5,620-40.3% | $4,952-32.3% | $4,742-29.2% |
| Participant deferral / active EE | $2,318 | $6,447-64.0% | $5,638-58.9% | $6,401-63.8% |
| Admin fee / account holder | $581 | $18,096-96.8% | $14,679-96.0% | $11,431-94.9% |