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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 | $68,290 | $167,504-59.2% | $151,628-55.0% | $134,509-49.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -18.54% | 7.81%-26.3pp | 3.34%-21.9pp | 418.13%-436.7pp |
| Employer contribution / active EE | $1,975 | $6,828-71.1% | $6,165-68.0% | $4,741-58.3% |
| Participant deferral / active EE | $9,049 | $8,985+0.7% | $8,363+8.2% | $6,400+41.4% |
| Admin fee / account holder | $1,252 | $13,779-90.9% | $11,613-89.2% | $11,427-89.0% |