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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 | $36,765 | $167,362-78.0% | $143,799-74.4% | $134,532-72.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.35% | 0.47%-18.8pp | -0.04%-18.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,312 | $5,620-58.9% | $4,952-53.3% | $4,741-51.2% |
| Participant deferral / active EE | $2,694 | $6,447-58.2% | $5,638-52.2% | $6,401-57.9% |
| Admin fee / account holder | $1,197 | $18,094-93.4% | $14,677-91.8% | $11,429-89.5% |