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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 | $62,436 | $99,032-37.0% | $80,022-22.0% | $135,379-53.9% |
| Participation rate | 77.3% | 78.4%-1.1pp | 75.8%+1.4pp | 82.6%-5.4pp |
| Annual return | -4.68% | 15.39%-20.1pp | 11.22%-15.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $1,998 | $3,043-34.3% | $2,468-19.0% | $4,779-58.2% |
| Participant deferral / active EE | $2,968 | $4,282-30.7% | $3,686-19.5% | $5,609-47.1% |
| Admin fee / account holder | $1,389 | $10,436-86.7% | $6,521-78.7% | $10,828-87.2% |