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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 | $68,666 | $92,219-25.5% | $76,767-10.6% | $135,380-49.3% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -8.25% | 5.46%-13.7pp | 2.43%-10.7pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,411 | $3,216-25.0% | $2,485-3.0% | $4,779-49.6% |
| Participant deferral / active EE | $2,839 | $4,508-37.0% | $3,852-26.3% | $5,609-49.4% |
| Admin fee / account holder | $560 | $10,749-94.8% | $6,675-91.6% | $10,828-94.8% |