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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 | $76,712 | $100,805-23.9% | $86,698-11.5% | $134,532-43.0% |
| Participation rate | 73.7% | 79.0%-5.3pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -3.66% | 29.09%-32.7pp | 35.95%-39.6pp | 418.27%-421.9pp |
| Employer contribution / active EE | $1,208 | $3,490-65.4% | $2,837-57.4% | $4,741-74.5% |
| Participant deferral / active EE | $4,870 | $5,339-8.8% | $4,656+4.6% | $6,401-23.9% |
| Admin fee / account holder | $5,719 | $10,925-47.7% | $7,493-23.7% | $11,429-50.0% |