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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 | $46,077 | $69,518-33.7% | $59,883-23.1% | $135,382-66.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -7.95% | 7.95%-15.9pp | 3.46%-11.4pp | 519.77%-527.7pp |
| Employer contribution / active EE | $1,511 | $3,235-53.3% | $2,722-44.5% | $4,779-68.4% |
| Participant deferral / active EE | $2,933 | $4,204-30.2% | $3,402-13.8% | $5,609-47.7% |
| Admin fee / account holder | $1,724 | $5,734-69.9% | $3,591-52.0% | $10,829-84.1% |