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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 | $63,244 | $99,032-36.1% | $80,022-21.0% | $135,380-53.3% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -4.19% | 15.39%-19.6pp | 11.22%-15.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,890 | $3,043-37.9% | $2,468-23.4% | $4,779-60.4% |
| Participant deferral / active EE | $2,252 | $4,282-47.4% | $3,686-38.9% | $5,609-59.8% |
| Admin fee / account holder | $404 | $10,436-96.1% | $6,521-93.8% | $10,828-96.3% |