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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 | $45,114 | $82,674-45.4% | $125,381-64.0% | $68,486-34.1% |
| Participation rate | 75.9% | 75.1%+0.9pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | 3.45% | -5.97%+9.4pp | 572.31%-568.9pp | -7.85%+11.3pp |
| Employer contribution / active EE | $2,910 | $3,382-14.0% | $4,815-39.6% | $2,597+12.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,122 | $6,277-50.3% | $10,007-68.8% | $5,404-42.2% |