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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 | $41,508 | $127,387-67.4% | $115,038-63.9% | $125,389-66.9% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | -2.07% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,939 | $5,166-43.1% | $4,608-36.2% | $4,866-39.6% |
| Participant deferral / active EE | $8,967 | $6,423+39.6% | $6,026+48.8% | $5,352+67.6% |
| Admin fee / account holder | $3,236 | $9,516-66.0% | $8,175-60.4% | $9,541-66.1% |