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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 | $61,928 | $77,976-20.6% | $81,367-23.9% | $125,389-50.6% |
| Participation rate | 76.9% | 83.3%-6.3pp | 82.3%-5.4pp | 83.2%-6.3pp |
| Annual return | 0.80% | -2.85%+3.7pp | -0.92%+1.7pp | 282.24%-281.4pp |
| Employer contribution / active EE | $2,556 | $4,366-41.5% | $3,930-35.0% | $4,866-47.5% |
| Participant deferral / active EE | $4,487 | $5,646-20.5% | $5,383-16.7% | $5,352-16.2% |
| Admin fee / account holder | $1,958 | $12,476-84.3% | $8,926-78.1% | $9,541-79.5% |