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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 | $63,458 | $100,811-37.1% | $86,698-26.8% | $134,545-52.8% |
| Participation rate | 73.3% | 79.0%-5.6pp | 76.6%-3.3pp | 81.2%-7.9pp |
| Annual return | -14.61% | 29.11%-43.7pp | 35.96%-50.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,258 | $3,490-63.9% | $2,837-55.6% | $4,742-73.5% |
| Participant deferral / active EE | $4,546 | $5,339-14.9% | $4,656-2.4% | $6,401-29.0% |
| Admin fee / account holder | $6,615 | $10,926-39.5% | $7,492-11.7% | $11,431-42.1% |