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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 | $59,374 | $100,811-41.1% | $86,698-31.5% | $134,545-55.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -14.86% | 29.11%-44.0pp | 35.96%-50.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,458 | $3,490-58.2% | $2,837-48.6% | $4,742-69.3% |
| Participant deferral / active EE | $3,856 | $5,339-27.8% | $4,656-17.2% | $6,401-39.8% |
| Admin fee / account holder | $13,024 | $10,926+19.2% | $7,492+73.8% | $11,431+13.9% |