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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 | $61,604 | $95,917-35.8% | $79,583-22.6% | $134,545-54.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -6.53% | -2.70%-3.8pp | 0.16%-6.7pp | 418.37%-424.9pp |
| Employer contribution / active EE | $2,286 | $3,129-27.0% | $2,414-5.3% | $4,742-51.8% |
| Participant deferral / active EE | $3,902 | $4,694-16.9% | $3,986-2.1% | $6,401-39.0% |
| Admin fee / account holder | $6,721 | $9,132-26.4% | $6,835-1.7% | $11,431-41.2% |