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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 | $39,639 | $167,353-76.3% | $143,797-72.4% | $134,545-70.5% |
| Participation rate | 77.3% | 84.8%-7.5pp | 80.3%-3.0pp | 81.2%-4.0pp |
| Annual return | -17.77% | 0.48%-18.3pp | -0.04%-17.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,575 | $5,620-72.0% | $4,952-68.2% | $4,742-66.8% |
| Participant deferral / active EE | $3,338 | $6,447-48.2% | $5,638-40.8% | $6,401-47.8% |
| Admin fee / account holder | $705 | $18,096-96.1% | $14,679-95.2% | $11,431-93.8% |