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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 | $37,796 | $127,387-70.3% | $115,038-67.1% | $125,389-69.9% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | -2.62% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,308 | $5,166-55.3% | $4,608-49.9% | $4,866-52.6% |
| Participant deferral / active EE | $5,145 | $6,423-19.9% | $6,026-14.6% | $5,352-3.9% |
| Admin fee / account holder | $1,055 | $9,516-88.9% | $8,175-87.1% | $9,541-88.9% |