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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 | $60,881 | $95,193-36.0% | $76,523-20.4% | $135,382-55.0% |
| Participation rate | 70.0% | 74.4%-4.4pp | 68.0%+2.0pp | 82.6%-12.6pp |
| Annual return | -5.94% | 4.85%-10.8pp | -0.27%-5.7pp | 519.77%-525.7pp |
| Employer contribution / active EE | $3,523 | $3,302+6.7% | $2,647+33.1% | $4,779-26.3% |
| Participant deferral / active EE | $5,572 | $4,639+20.1% | $3,835+45.3% | $5,609-0.7% |
| Admin fee / account holder | $622 | $6,249-90.0% | $4,848-87.2% | $10,829-94.3% |