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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 | $60,832 | $127,387-52.2% | $115,038-47.1% | $125,389-51.5% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.13% | 31.28%-33.4pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,683 | $5,166-48.1% | $4,608-41.8% | $4,866-44.9% |
| Participant deferral / active EE | $6,337 | $6,423-1.3% | $6,026+5.2% | $5,352+18.4% |
| Admin fee / account holder | $6,075 | $9,516-36.2% | $8,175-25.7% | $9,541-36.3% |