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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 | $42,973 | $167,352-74.3% | $143,788-70.1% | $134,509-68.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.16% | 0.47%-13.6pp | -0.03%-13.1pp | 418.13%-431.3pp |
| Employer contribution / active EE | $1,930 | $5,620-65.7% | $4,952-61.0% | $4,741-59.3% |
| Participant deferral / active EE | $8,148 | $6,447+26.4% | $5,638+44.5% | $6,400+27.3% |
| Admin fee / account holder | $44,758 | $18,091+147.4% | $14,675+205.0% | $11,427+291.7% |