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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 | $47,550 | $175,646-72.9% | $129,118-63.2% | $134,532-64.7% |
| Participation rate | 77.8% | 81.6%-3.8pp | 77.2%+0.5pp | 81.2%-3.5pp |
| Annual return | -13.32% | -11.39%-1.9pp | -10.94%-2.4pp | 418.27%-431.6pp |
| Employer contribution / active EE | $2,970 | $6,355-53.3% | $5,051-41.2% | $4,741-37.4% |
| Participant deferral / active EE | $3,272 | $7,970-59.0% | $6,539-50.0% | $6,401-48.9% |
| Admin fee / account holder | $1,750 | $23,578-92.6% | $14,305-87.8% | $11,429-84.7% |