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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 | $52,830 | $72,404-27.0% | $110,243-52.1% | $64,173-17.7% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.5pp | 69.6%+3.8pp |
| Annual return | -6.14% | -6.29%+0.1pp | 314.76%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,912 | $2,282+27.6% | $3,827-23.9% | $2,381+22.3% |
| Participant deferral / active EE | $6,611 | $3,469+90.6% | $4,672+41.5% | $3,470+90.5% |
| Admin fee / account holder | $11,456 | $5,664+102.2% | $8,548+34.0% | $4,887+134.4% |