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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 | $47,023 | $100,811-53.4% | $86,698-45.8% | $134,545-65.1% |
| Participation rate | 72.7% | 79.0%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -16.68% | 29.11%-45.8pp | 35.96%-52.6pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,148 | $3,490-67.1% | $2,837-59.5% | $4,742-75.8% |
| Participant deferral / active EE | $1,862 | $5,339-65.1% | $4,656-60.0% | $6,401-70.9% |
| Admin fee / account holder | $3,660 | $10,926-66.5% | $7,492-51.1% | $11,431-68.0% |