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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 | $30,565 | $87,546-65.1% | $75,784-59.7% | $125,389-75.6% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -0.65% | 13.49%-14.1pp | 9.68%-10.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,395 | $4,230+51.2% | $3,652+75.1% | $5,352+19.5% |
| Admin fee / account holder | $11,670 | $6,503+79.5% | $5,300+120.2% | $9,541+22.3% |