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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 | $124,290 | $167,533-25.8% | $151,645-18.0% | $134,545-7.6% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -13.72% | 7.81%-21.5pp | 3.34%-17.1pp | 418.37%-432.1pp |
| Employer contribution / active EE | $2,635 | $6,828-61.4% | $6,165-57.3% | $4,742-44.4% |
| Participant deferral / active EE | $3,294 | $8,985-63.3% | $8,363-60.6% | $6,401-48.5% |
| Admin fee / account holder | $7,060 | $13,781-48.8% | $11,614-39.2% | $11,431-38.2% |