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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 | $38,349 | $211,946-81.9% | $169,452-77.4% | $135,379-71.7% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -7.26% | 3.26%-10.5pp | 1.83%-9.1pp | 519.79%-527.0pp |
| Employer contribution / active EE | $1,814 | $5,117-64.6% | $4,157-56.4% | $4,779-62.1% |
| Participant deferral / active EE | $5,560 | $6,075-8.5% | $5,277+5.4% | $5,609-0.9% |
| Admin fee / account holder | $3,193 | $11,472-72.2% | $9,110-65.0% | $10,828-70.5% |