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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 | $35,822 | $87,546-59.1% | $75,784-52.7% | $125,389-71.4% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -2.32% | 13.49%-15.8pp | 9.68%-12.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,155 | $4,230-72.7% | $3,652-68.4% | $5,352-78.4% |
| Admin fee / account holder | $5,557 | $6,503-14.5% | $5,300+4.9% | $9,541-41.8% |