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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 | $57,457 | $113,941-49.6% | $94,229-39.0% | $125,389-54.2% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -1.09% | 5.29%-6.4pp | 10.68%-11.8pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,175 | $4,727-75.1% | $3,587-67.2% | $4,866-75.8% |
| Participant deferral / active EE | $1,731 | $5,179-66.6% | $4,320-59.9% | $5,352-67.7% |
| Admin fee / account holder | $552 | $8,392-93.4% | $6,269-91.2% | $9,541-94.2% |