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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 | $40,052 | $167,352-76.1% | $143,788-72.1% | $134,509-70.2% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -18.45% | 0.47%-18.9pp | -0.03%-18.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $2,114 | $5,620-62.4% | $4,952-57.3% | $4,741-55.4% |
| Participant deferral / active EE | $4,800 | $6,447-25.5% | $5,638-14.9% | $6,400-25.0% |
| Admin fee / account holder | $914 | $18,091-94.9% | $14,675-93.8% | $11,427-92.0% |