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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 | $29,616 | $113,941-74.0% | $94,229-68.6% | $125,389-76.4% |
| Participation rate | 77.3% | 82.9%-5.6pp | 78.8%-1.5pp | 83.2%-5.9pp |
| Annual return | -0.03% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,674 | $4,727-64.6% | $3,587-53.3% | $4,866-65.6% |
| Participant deferral / active EE | $2,915 | $5,179-43.7% | $4,320-32.5% | $5,352-45.5% |
| Admin fee / account holder | $6,240 | $8,392-25.6% | $6,269-0.5% | $9,541-34.6% |