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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 | $29,581 | $113,941-74.0% | $94,229-68.6% | $125,389-76.4% |
| Participation rate | 76.2% | 82.9%-6.7pp | 78.8%-2.6pp | 83.2%-7.0pp |
| Annual return | -2.83% | 5.29%-8.1pp | 10.68%-13.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,768 | $4,727-62.6% | $3,587-50.7% | $4,866-63.7% |
| Participant deferral / active EE | $3,660 | $5,179-29.3% | $4,320-15.3% | $5,352-31.6% |
| Admin fee / account holder | $1,789 | $8,392-78.7% | $6,269-71.5% | $9,541-81.3% |