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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 | $58,553 | $92,219-36.5% | $76,768-23.7% | $135,379-56.7% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -5.81% | 5.46%-11.3pp | 2.43%-8.2pp | 519.79%-525.6pp |
| Employer contribution / active EE | $1,554 | $3,216-51.7% | $2,485-37.5% | $4,779-67.5% |
| Participant deferral / active EE | $2,664 | $4,508-40.9% | $3,852-30.8% | $5,609-52.5% |
| Admin fee / account holder | $438 | $10,749-95.9% | $6,675-93.4% | $10,828-96.0% |