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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 | $43,456 | $95,188-54.3% | $76,518-43.2% | $135,379-67.9% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -8.57% | 4.85%-13.4pp | -0.27%-8.3pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,938 | $3,303-41.3% | $2,647-26.8% | $4,779-59.4% |
| Participant deferral / active EE | $6,869 | $4,640+48.0% | $3,836+79.1% | $5,609+22.5% |
| Admin fee / account holder | $604 | $6,249-90.3% | $4,849-87.5% | $10,828-94.4% |