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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 | $68,306 | $82,314-17.0% | $68,808-0.7% | $134,532-49.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -18.32% | -2.18%-16.1pp | -6.37%-11.9pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,220 | $3,301-63.0% | $2,656-54.1% | $4,741-74.3% |
| Participant deferral / active EE | $5,059 | $4,740+6.7% | $3,942+28.3% | $6,401-21.0% |
| Admin fee / account holder | $1,399 | $6,484-78.4% | $4,936-71.7% | $11,429-87.8% |