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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 | $37,565 | $107,806-65.2% | $90,655-58.6% | $135,382-72.3% |
| Participation rate | 73.3% | 78.0%-4.7pp | 74.0%-0.7pp | 82.6%-9.3pp |
| Annual return | -7.73% | -0.90%-6.8pp | 1.89%-9.6pp | 519.77%-527.5pp |
| Employer contribution / active EE | $2,505 | $3,018-17.0% | $2,532-1.0% | $4,779-47.6% |
| Participant deferral / active EE | $4,316 | $3,872+11.5% | $3,425+26.0% | $5,609-23.0% |
| Admin fee / account holder | $1,477 | $5,931-75.1% | $4,994-70.4% | $10,829-86.4% |