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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 | $73,777 | $92,219-20.0% | $76,767-3.9% | $135,380-45.5% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | -5.81% | 5.46%-11.3pp | 2.43%-8.2pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,107 | $3,216-65.6% | $2,485-55.5% | $4,779-76.8% |
| Participant deferral / active EE | $3,598 | $4,508-20.2% | $3,852-6.6% | $5,609-35.9% |
| Admin fee / account holder | $2,709 | $10,749-74.8% | $6,675-59.4% | $10,828-75.0% |