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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 | $55,411 | $97,881-43.4% | $80,004-30.7% | $125,389-55.8% |
| Participation rate | 85.7% | 77.9%+7.9pp | 73.0%+12.7pp | 83.2%+2.5pp |
| Annual return | -0.63% | 9.36%-10.0pp | 7.63%-8.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,213 | $3,744-14.2% | $3,204+0.3% | $5,352-40.0% |
| Admin fee / account holder | $3,762 | $6,278-40.1% | $5,033-25.3% | $9,541-60.6% |