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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 | $29,022 | $211,946-86.3% | $169,452-82.9% | $135,382-78.6% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -5.73% | 3.26%-9.0pp | 1.83%-7.6pp | 519.77%-525.5pp |
| Employer contribution / active EE | $2,795 | $5,117-45.4% | $4,157-32.8% | $4,779-41.5% |
| Participant deferral / active EE | $2,451 | $6,075-59.7% | $5,277-53.5% | $5,609-56.3% |
| Admin fee / account holder | $627 | $11,472-94.5% | $9,110-93.1% | $10,829-94.2% |