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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 | $55,204 | $82,288-32.9% | $68,794-19.8% | $134,509-59.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -12.81% | -2.19%-10.6pp | -6.37%-6.4pp | 418.13%-430.9pp |
| Employer contribution / active EE | $791 | $3,301-76.0% | $2,656-70.2% | $4,741-83.3% |
| Participant deferral / active EE | $3,000 | $4,738-36.7% | $3,941-23.9% | $6,400-53.1% |
| Admin fee / account holder | $2,796 | $6,482-56.9% | $4,934-43.3% | $11,427-75.5% |