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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 | $40,966 | $167,353-75.5% | $143,797-71.5% | $134,545-69.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.45% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,441 | $5,620-56.6% | $4,952-50.7% | $4,742-48.5% |
| Participant deferral / active EE | $5,064 | $6,447-21.5% | $5,638-10.2% | $6,401-20.9% |
| Admin fee / account holder | $1,347 | $18,096-92.6% | $14,679-90.8% | $11,431-88.2% |