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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 | $43,600 | $87,546-50.2% | $75,784-42.5% | $125,389-65.2% |
| Participation rate | 73.9% | 80.2%-6.3pp | 75.8%-1.9pp | 83.2%-9.3pp |
| Annual return | -0.37% | 13.49%-13.9pp | 9.68%-10.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $7,487 | $3,930+90.5% | $3,323+125.3% | $4,866+53.9% |
| Participant deferral / active EE | $1,877 | $4,230-55.6% | $3,652-48.6% | $5,352-64.9% |
| Admin fee / account holder | $7,298 | $6,503+12.2% | $5,300+37.7% | $9,541-23.5% |