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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 | $36,273 | $107,809-66.4% | $90,657-60.0% | $135,379-73.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -6.01% | -0.90%-5.1pp | 1.89%-7.9pp | 519.79%-525.8pp |
| Employer contribution / active EE | $2,588 | $3,018-14.3% | $2,532+2.2% | $4,779-45.9% |
| Participant deferral / active EE | $3,143 | $3,872-18.8% | $3,424-8.2% | $5,609-44.0% |
| Admin fee / account holder | $15,859 | $5,931+167.4% | $4,994+217.5% | $10,828+46.5% |