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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 | $76,465 | $95,193-19.7% | $76,523-0.1% | $135,382-43.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -5.53% | 4.85%-10.4pp | -0.27%-5.3pp | 519.77%-525.3pp |
| Employer contribution / active EE | $1,806 | $3,302-45.3% | $2,647-31.8% | $4,779-62.2% |
| Participant deferral / active EE | $3,222 | $4,639-30.6% | $3,835-16.0% | $5,609-42.6% |
| Admin fee / account holder | $545 | $6,249-91.3% | $4,848-88.8% | $10,829-95.0% |