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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 | $66,838 | $92,219-27.5% | $76,768-12.9% | $135,379-50.6% |
| Participation rate | 73.3% | 79.8%-6.4pp | 77.0%-3.6pp | 82.6%-9.3pp |
| Annual return | -7.08% | 5.46%-12.5pp | 2.43%-9.5pp | 519.79%-526.9pp |
| Employer contribution / active EE | $1,234 | $3,216-61.6% | $2,485-50.4% | $4,779-74.2% |
| Participant deferral / active EE | $5,083 | $4,508+12.8% | $3,852+32.0% | $5,609-9.4% |
| Admin fee / account holder | $8,151 | $10,749-24.2% | $6,675+22.1% | $10,828-24.7% |