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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 | $35,474 | $113,941-68.9% | $94,229-62.4% | $125,389-71.7% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | -2.29% | 5.29%-7.6pp | 10.68%-13.0pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,818 | $4,727-61.5% | $3,587-49.3% | $4,866-62.6% |
| Participant deferral / active EE | $2,657 | $5,179-48.7% | $4,320-38.5% | $5,352-50.3% |
| Admin fee / account holder | $3,793 | $8,392-54.8% | $6,269-39.5% | $9,541-60.2% |