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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 | $62,246 | $127,386-51.1% | $115,037-45.9% | $125,393-50.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.76% | 31.28%-34.0pp | 26.14%-28.9pp | 282.23%-285.0pp |
| Employer contribution / active EE | $2,487 | $5,166-51.9% | $4,608-46.0% | $4,866-48.9% |
| Participant deferral / active EE | $7,076 | $6,423+10.2% | $6,026+17.4% | $5,351+32.2% |
| Admin fee / account holder | $2,971 | $9,516-68.8% | $8,175-63.7% | $9,541-68.9% |