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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 | $100,863 | $140,592-28.3% | $123,105-18.1% | $125,389-19.6% |
| Participation rate | 78.9% | 88.2%-9.3pp | 86.8%-7.8pp | 83.2%-4.2pp |
| Annual return | -2.64% | 16.80%-19.4pp | 13.22%-15.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $3,894 | $6,041-35.5% | $5,151-24.4% | $4,866-20.0% |
| Participant deferral / active EE | $3,586 | $6,980-48.6% | $6,229-42.4% | $5,352-33.0% |
| Admin fee / account holder | $4,007 | $11,198-64.2% | $9,014-55.5% | $9,541-58.0% |