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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 | $47,234 | $90,467-47.8% | $93,759-49.6% | $134,509-64.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 81.0%-3.2pp | 81.2%-3.5pp |
| Annual return | -19.35% | -15.72%-3.6pp | -11.33%-8.0pp | 418.13%-437.5pp |
| Employer contribution / active EE | $2,656 | $4,345-38.9% | $4,324-38.6% | $4,741-44.0% |
| Participant deferral / active EE | $3,469 | $5,980-42.0% | $6,096-43.1% | $6,400-45.8% |
| Admin fee / account holder | $1,159 | $9,258-87.5% | $7,197-83.9% | $11,427-89.9% |