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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 | $49,549 | $95,193-47.9% | $76,523-35.2% | $135,382-63.4% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -5.79% | 4.85%-10.6pp | -0.27%-5.5pp | 519.77%-525.6pp |
| Employer contribution / active EE | $1,634 | $3,302-50.5% | $2,647-38.3% | $4,779-65.8% |
| Participant deferral / active EE | $3,406 | $4,639-26.6% | $3,835-11.2% | $5,609-39.3% |
| Admin fee / account holder | $11,677 | $6,249+86.9% | $4,848+140.9% | $10,829+7.8% |