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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 | $29,282 | $211,946-86.2% | $169,452-82.7% | $135,380-78.4% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -5.03% | 3.26%-8.3pp | 1.83%-6.9pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,510 | $5,117-70.5% | $4,157-63.7% | $4,779-68.4% |
| Participant deferral / active EE | $5,555 | $6,075-8.6% | $5,277+5.3% | $5,609-1.0% |
| Admin fee / account holder | $1,463 | $11,472-87.2% | $9,110-83.9% | $10,828-86.5% |