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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 | $64,179 | $95,193-32.6% | $76,523-16.1% | $135,382-52.6% |
| Participation rate | 84.6% | 74.4%+10.2pp | 68.0%+16.6pp | 82.6%+2.0pp |
| Annual return | -7.43% | 4.85%-12.3pp | -0.27%-7.2pp | 519.77%-527.2pp |
| Employer contribution / active EE | $1,414 | $3,302-57.2% | $2,647-46.6% | $4,779-70.4% |
| Participant deferral / active EE | $4,464 | $4,639-3.8% | $3,835+16.4% | $5,609-20.4% |
| Admin fee / account holder | $921 | $6,249-85.3% | $4,848-81.0% | $10,829-91.5% |