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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 | $76,185 | $127,387-40.2% | $115,038-33.8% | $125,389-39.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.41% | 31.28%-33.7pp | 26.14%-28.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,484 | $6,423-45.8% | $6,026-42.2% | $5,352-34.9% |
| Admin fee / account holder | $533 | $9,516-94.4% | $8,175-93.5% | $9,541-94.4% |