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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 | $35,318 | $113,941-69.0% | $94,228-62.5% | $125,388-71.8% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -1.74% | 5.29%-7.0pp | 10.68%-12.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,804 | $4,727-61.8% | $3,587-49.7% | $4,866-62.9% |
| Participant deferral / active EE | $3,128 | $5,179-39.6% | $4,320-27.6% | $5,352-41.5% |
| Admin fee / account holder | $758 | $8,392-91.0% | $6,269-87.9% | $9,541-92.1% |