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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 | $37,716 | $56,197-32.9% | $67,652-44.3% | $59,633-36.8% |
| Participation rate | 74.2% | 71.5%+2.7pp | 75.7%-1.5pp | 68.7%+5.5pp |
| Annual return | -2.04% | 18508.10%-18510.1pp | 6625.40%-6627.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $969 | $1,615-40.0% | $2,266-57.2% | $2,203-56.0% |
| Participant deferral / active EE | $2,136 | $2,844-24.9% | $3,560-40.0% | $3,192-33.1% |
| Admin fee / account holder | $336 | $3,958-91.5% | $4,821-93.0% | $4,297-92.2% |