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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 | $63,907 | $127,387-49.8% | $115,038-44.4% | $125,389-49.0% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -2.68% | 31.28%-34.0pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,611 | $5,166-49.5% | $4,608-43.3% | $4,866-46.3% |
| Participant deferral / active EE | $4,391 | $6,423-31.6% | $6,026-27.1% | $5,352-17.9% |
| Admin fee / account holder | $3,413 | $9,516-64.1% | $8,175-58.3% | $9,541-64.2% |