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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 | $46,630 | $63,953-27.1% | $54,726-14.8% | $135,382-65.6% |
| Participation rate | 77.3% | 84.9%-7.6pp | 79.1%-1.8pp | 82.6%-5.4pp |
| Annual return | -2.46% | -5.77%+3.3pp | -4.56%+2.1pp | 519.77%-522.2pp |
| Employer contribution / active EE | $1,918 | $4,256-54.9% | $3,449-44.4% | $4,779-59.9% |
| Participant deferral / active EE | $4,917 | $4,810+2.2% | $3,953+24.4% | $5,609-12.3% |
| Admin fee / account holder | $8,806 | $4,567+92.8% | $3,818+130.7% | $10,829-18.7% |