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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 | $48,502 | $100,805-51.9% | $86,698-44.1% | $134,532-63.9% |
| Participation rate | 78.9% | 79.0%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -13.16% | 29.09%-42.2pp | 35.95%-49.1pp | 418.27%-431.4pp |
| Employer contribution / active EE | $855 | $3,490-75.5% | $2,837-69.9% | $4,741-82.0% |
| Participant deferral / active EE | $3,950 | $5,339-26.0% | $4,656-15.2% | $6,401-38.3% |
| Admin fee / account holder | $2,809 | $10,925-74.3% | $7,493-62.5% | $11,429-75.4% |