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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 | $29,612 | $95,188-68.9% | $76,518-61.3% | $135,380-78.1% |
| Participation rate | 70.0% | 74.4%-4.4pp | 68.0%+2.0pp | 82.6%-12.6pp |
| Annual return | -7.88% | 4.85%-12.7pp | -0.27%-7.6pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,397 | $3,303-57.7% | $2,647-47.2% | $4,779-70.8% |
| Participant deferral / active EE | $2,464 | $4,640-46.9% | $3,836-35.8% | $5,609-56.1% |
| Admin fee / account holder | $3,145 | $6,249-49.7% | $4,849-35.1% | $10,828-71.0% |