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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 | $42,615 | $131,835-67.7% | $108,582-60.8% | $273,972-84.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 5.85% | -91.57%+97.4pp | -51.70%+57.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,402 | $4,913-51.1% | $3,758-36.1% | $4,869-50.7% |
| Participant deferral / active EE | $2,989 | $5,127-41.7% | $4,311-30.7% | $5,287-43.5% |
| Admin fee / account holder | $4,003 | $10,253-61.0% | $7,645-47.6% | $10,133-60.5% |