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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 | $54,511 | $95,188-42.7% | $76,518-28.8% | $135,380-59.7% |
| Participation rate | 70.0% | 74.4%-4.4pp | 68.0%+2.0pp | 82.6%-12.6pp |
| Annual return | -2.48% | 4.85%-7.3pp | -0.27%-2.2pp | 519.81%-522.3pp |
| Employer contribution / active EE | $2,465 | $3,303-25.4% | $2,647-6.9% | $4,779-48.4% |
| Participant deferral / active EE | $5,904 | $4,640+27.2% | $3,836+53.9% | $5,609+5.3% |
| Admin fee / account holder | $7,720 | $6,249+23.5% | $4,849+59.2% | $10,828-28.7% |