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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 | $84,005 | $97,020-13.4% | $83,322+0.8% | $135,379-37.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.19% | 12.31%-17.5pp | 10.64%-15.8pp | 519.79%-525.0pp |
| Employer contribution / active EE | $2,726 | $4,144-34.2% | $3,379-19.3% | $4,779-43.0% |
| Participant deferral / active EE | $4,309 | $5,964-27.8% | $5,565-22.6% | $5,609-23.2% |
| Admin fee / account holder | $904 | $8,426-89.3% | $7,540-88.0% | $10,828-91.6% |