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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 | $61,154 | $69,518-12.0% | $59,887+2.1% | $135,379-54.8% |
| Participation rate | 76.2% | 77.8%-1.6pp | 74.7%+1.5pp | 82.6%-6.5pp |
| Annual return | -3.20% | 7.95%-11.1pp | 3.46%-6.7pp | 519.79%-523.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,678 | $4,204+35.1% | $3,402+66.9% | $5,609+1.2% |
| Admin fee / account holder | $5,833 | $5,734+1.7% | $3,591+62.4% | $10,828-46.1% |