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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 | $65,407 | $100,792-35.1% | $86,691-24.6% | $134,509-51.4% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -5.93% | 29.08%-35.0pp | 35.94%-41.9pp | 418.13%-424.1pp |
| Employer contribution / active EE | $815 | $3,491-76.6% | $2,837-71.3% | $4,741-82.8% |
| Participant deferral / active EE | $5,597 | $5,339+4.8% | $4,656+20.2% | $6,400-12.6% |
| Admin fee / account holder | $40,055 | $10,924+266.7% | $7,492+434.6% | $11,427+250.5% |