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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 | $36,907 | $167,362-77.9% | $143,799-74.3% | $134,532-72.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.13% | 0.47%-16.6pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,519 | $5,620-73.0% | $4,952-69.3% | $4,741-68.0% |
| Participant deferral / active EE | $3,053 | $6,447-52.6% | $5,638-45.9% | $6,401-52.3% |
| Admin fee / account holder | $906 | $18,094-95.0% | $14,677-93.8% | $11,429-92.1% |