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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 | $34,717 | $113,941-69.5% | $94,229-63.2% | $125,389-72.3% |
| Participation rate | 73.7% | 82.9%-9.2pp | 78.8%-5.1pp | 83.2%-9.5pp |
| Annual return | -0.64% | 5.29%-5.9pp | 10.68%-11.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,709 | $4,727-42.7% | $3,587-24.5% | $4,866-44.3% |
| Participant deferral / active EE | $5,167 | $5,179-0.2% | $4,320+19.6% | $5,352-3.4% |
| Admin fee / account holder | $2,309 | $8,392-72.5% | $6,269-63.2% | $9,541-75.8% |