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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 | $28,187 | $127,386-77.9% | $115,037-75.5% | $125,388-77.5% |
| Participation rate | 76.5% | 84.2%-7.7pp | 81.4%-4.9pp | 83.2%-6.7pp |
| Annual return | -2.19% | 31.28%-33.5pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $3,268 | $5,166-36.7% | $4,608-29.1% | $4,866-32.8% |
| Participant deferral / active EE | $4,432 | $6,423-31.0% | $6,026-26.5% | $5,352-17.2% |
| Admin fee / account holder | $2,189 | $9,516-77.0% | $8,175-73.2% | $9,541-77.1% |