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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 | $64,494 | $78,694-18.0% | $67,652-4.7% | $125,389-48.6% |
| Participation rate | 76.2% | 78.8%-2.6pp | 75.7%+0.5pp | 83.2%-7.0pp |
| Annual return | -1.28% | 9.46%-10.7pp | 6625.40%-6626.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,881 | $3,044-38.2% | $2,266-17.0% | $4,866-61.4% |
| Participant deferral / active EE | $4,372 | $4,292+1.9% | $3,560+22.8% | $5,352-18.3% |
| Admin fee / account holder | $7,287 | $7,403-1.6% | $4,821+51.2% | $9,541-23.6% |