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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 | $69,175 | $131,835-47.5% | $108,582-36.3% | $273,972-74.8% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 5.58% | -91.57%+97.1pp | -51.70%+57.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,461 | $4,913-70.3% | $3,758-61.1% | $4,869-70.0% |
| Participant deferral / active EE | $5,179 | $5,127+1.0% | $4,311+20.1% | $5,287-2.0% |
| Admin fee / account holder | $3,002 | $10,253-70.7% | $7,645-60.7% | $10,133-70.4% |