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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 | $37,622 | $95,193-60.5% | $76,523-50.8% | $135,382-72.2% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -8.14% | 4.85%-13.0pp | -0.27%-7.9pp | 519.77%-527.9pp |
| Employer contribution / active EE | $3,436 | $3,302+4.0% | $2,647+29.8% | $4,779-28.1% |
| Participant deferral / active EE | $5,525 | $4,639+19.1% | $3,835+44.1% | $5,609-1.5% |
| Admin fee / account holder | $1,359 | $6,249-78.2% | $4,848-72.0% | $10,829-87.4% |