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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 | $57,767 | $127,387-54.7% | $115,038-49.8% | $125,389-53.9% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -3.21% | 31.28%-34.5pp | 26.14%-29.4pp | 282.24%-285.4pp |
| Employer contribution / active EE | $2,054 | $5,166-60.2% | $4,608-55.4% | $4,866-57.8% |
| Participant deferral / active EE | $3,142 | $6,423-51.1% | $6,026-47.9% | $5,352-41.3% |
| Admin fee / account holder | $2,408 | $9,516-74.7% | $8,175-70.6% | $9,541-74.8% |