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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 | $22,128 | $127,387-82.6% | $115,038-80.8% | $125,389-82.4% |
| Participation rate | 76.2% | 84.2%-8.0pp | 81.4%-5.2pp | 83.2%-7.0pp |
| Annual return | -2.77% | 31.28%-34.1pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $4,575 | $5,166-11.4% | $4,608-0.7% | $4,866-6.0% |
| Participant deferral / active EE | $8,335 | $6,423+29.8% | $6,026+38.3% | $5,352+55.7% |
| Admin fee / account holder | $1,482 | $9,516-84.4% | $8,175-81.9% | $9,541-84.5% |