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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 | $56,231 | $92,219-39.0% | $76,768-26.8% | $135,379-58.5% |
| Participation rate | 70.6% | 79.8%-9.2pp | 77.0%-6.4pp | 82.6%-12.1pp |
| Annual return | -7.29% | 5.46%-12.7pp | 2.43%-9.7pp | 519.79%-527.1pp |
| Employer contribution / active EE | $1,828 | $3,216-43.2% | $2,485-26.5% | $4,779-61.8% |
| Participant deferral / active EE | $3,655 | $4,508-18.9% | $3,852-5.1% | $5,609-34.8% |
| Admin fee / account holder | $717 | $10,749-93.3% | $6,675-89.3% | $10,828-93.4% |