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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 | $43,281 | $167,533-74.2% | $151,645-71.5% | $134,545-67.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -19.90% | 7.81%-27.7pp | 3.34%-23.2pp | 418.37%-438.3pp |
| Employer contribution / active EE | $2,477 | $6,828-63.7% | $6,165-59.8% | $4,742-47.8% |
| Participant deferral / active EE | $6,441 | $8,985-28.3% | $8,363-23.0% | $6,401+0.6% |
| Admin fee / account holder | $764 | $13,781-94.5% | $11,614-93.4% | $11,431-93.3% |