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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 | $43,067 | $95,188-54.8% | $76,518-43.7% | $135,380-68.2% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -5.45% | 4.85%-10.3pp | -0.27%-5.2pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,817 | $3,303-45.0% | $2,647-31.4% | $4,779-62.0% |
| Participant deferral / active EE | $3,689 | $4,640-20.5% | $3,836-3.8% | $5,609-34.2% |
| Admin fee / account holder | $1,896 | $6,249-69.7% | $4,849-60.9% | $10,828-82.5% |