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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 | $44,848 | $158,852-71.8% | $121,220-63.0% | $135,380-66.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 71.8%-0.3pp | 82.6%-11.2pp |
| Annual return | -7.57% | -0.64%-6.9pp | 16.94%-24.5pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,595 | $5,666-54.2% | $4,023-35.5% | $4,779-45.7% |
| Participant deferral / active EE | $5,145 | $4,006+28.4% | $3,345+53.8% | $5,609-8.3% |
| Admin fee / account holder | $11,337 | $6,515+74.0% | $5,021+125.8% | $10,828+4.7% |