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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 | $84,408 | $100,792-16.3% | $86,691-2.6% | $134,509-37.2% |
| Participation rate | 76.5% | 78.9%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,691 | $3,491-51.6% | $2,837-40.4% | $4,741-64.3% |
| Participant deferral / active EE | $7,377 | $5,339+38.2% | $4,656+58.5% | $6,400+15.3% |
| Admin fee / account holder | $2,197 | $10,924-79.9% | $7,492-70.7% | $11,427-80.8% |