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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 | $47,983 | $167,353-71.3% | $143,797-66.6% | $134,545-64.3% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -14.85% | 0.48%-15.3pp | -0.04%-14.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $2,436 | $5,620-56.7% | $4,952-50.8% | $4,742-48.6% |
| Participant deferral / active EE | $5,045 | $6,447-21.7% | $5,638-10.5% | $6,401-21.2% |
| Admin fee / account holder | $4,674 | $18,096-74.2% | $14,679-68.2% | $11,431-59.1% |