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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 | $120,081 | $211,946-43.3% | $169,452-29.1% | $135,382-11.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.98% | 3.26%-9.2pp | 1.83%-7.8pp | 519.77%-525.8pp |
| Employer contribution / active EE | $1,305 | $5,117-74.5% | $4,157-68.6% | $4,779-72.7% |
| Participant deferral / active EE | $4,318 | $6,075-28.9% | $5,277-18.2% | $5,609-23.0% |
| Admin fee / account holder | $3,342 | $11,472-70.9% | $9,110-63.3% | $10,829-69.1% |