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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 | $44,227 | $167,352-73.6% | $143,788-69.2% | $134,509-67.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -4.36% | 0.47%-4.8pp | -0.03%-4.3pp | 418.13%-422.5pp |
| Employer contribution / active EE | $1,728 | $5,620-69.3% | $4,952-65.1% | $4,741-63.6% |
| Participant deferral / active EE | $5,838 | $6,447-9.5% | $5,638+3.5% | $6,400-8.8% |
| Admin fee / account holder | $10,799 | $18,091-40.3% | $14,675-26.4% | $11,427-5.5% |