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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 | $76,324 | $127,387-40.1% | $115,038-33.7% | $125,389-39.1% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -1.24% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,087 | $5,166-59.6% | $4,608-54.7% | $4,866-57.1% |
| Participant deferral / active EE | $8,209 | $6,423+27.8% | $6,026+36.2% | $5,352+53.4% |
| Admin fee / account holder | $6,046 | $9,516-36.5% | $8,175-26.0% | $9,541-36.6% |