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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 | $43,198 | $106,115-59.3% | $85,969-49.8% | $125,389-65.5% |
| Participation rate | 73.3% | 84.1%-10.7pp | 76.5%-3.2pp | 83.2%-9.9pp |
| Annual return | -0.49% | 13.93%-14.4pp | 9.32%-9.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,777 | $4,537-38.8% | $3,474-20.1% | $4,866-42.9% |
| Participant deferral / active EE | $6,574 | $4,859+35.3% | $3,829+71.7% | $5,352+22.8% |
| Admin fee / account holder | $25,616 | $8,144+214.5% | $6,053+323.2% | $9,541+168.5% |