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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 | $68,619 | $127,387-46.1% | $115,038-40.4% | $125,389-45.3% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -0.16% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,768 | $5,166-65.8% | $4,608-61.6% | $4,866-63.7% |
| Participant deferral / active EE | $3,722 | $6,423-42.1% | $6,026-38.2% | $5,352-30.5% |
| Admin fee / account holder | $2,427 | $9,516-74.5% | $8,175-70.3% | $9,541-74.6% |