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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 | $72,907 | $131,835-44.7% | $108,582-32.9% | $273,972-73.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 7.08% | -91.57%+98.7pp | -51.70%+58.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,580 | $4,913-67.8% | $3,758-58.0% | $4,869-67.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $491 | $10,253-95.2% | $7,645-93.6% | $10,133-95.2% |