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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 | $36,793 | $167,504-78.0% | $151,628-75.7% | $134,509-72.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -18.76% | 7.81%-26.6pp | 3.34%-22.1pp | 418.13%-436.9pp |
| Employer contribution / active EE | $5,828 | $6,828-14.6% | $6,165-5.5% | $4,741+22.9% |
| Participant deferral / active EE | $5,197 | $8,985-42.2% | $8,363-37.9% | $6,400-18.8% |
| Admin fee / account holder | $2,498 | $13,779-81.9% | $11,613-78.5% | $11,427-78.1% |