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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 | $54,975 | $87,546-37.2% | $75,784-27.5% | $125,389-56.2% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -1.11% | 13.49%-14.6pp | 9.68%-10.8pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,566 | $3,930-60.2% | $3,323-52.9% | $4,866-67.8% |
| Participant deferral / active EE | $3,800 | $4,230-10.2% | $3,652+4.1% | $5,352-29.0% |
| Admin fee / account holder | $8,622 | $6,503+32.6% | $5,300+62.7% | $9,541-9.6% |