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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 | $26,239 | $127,387-79.4% | $115,038-77.2% | $125,389-79.1% |
| Participation rate | 73.9% | 84.2%-10.2pp | 81.4%-7.5pp | 83.2%-9.3pp |
| Annual return | -2.12% | 31.28%-33.4pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,698 | $5,166-67.1% | $4,608-63.1% | $4,866-65.1% |
| Participant deferral / active EE | $4,184 | $6,423-34.9% | $6,026-30.6% | $5,352-21.8% |
| Admin fee / account holder | $2,156 | $9,516-77.3% | $8,175-73.6% | $9,541-77.4% |