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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 | $73,625 | $90,590-18.7% | $90,782-18.9% | $135,379-45.6% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.6%-2.6pp |
| Annual return | -7.56% | -3.40%-4.2pp | -3.42%-4.1pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,295 | $4,352-47.3% | $4,105-44.1% | $4,779-52.0% |
| Participant deferral / active EE | $2,639 | $5,407-51.2% | $5,366-50.8% | $5,609-53.0% |
| Admin fee / account holder | $3,142 | $7,683-59.1% | $5,908-46.8% | $10,828-71.0% |