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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 | $45,791 | $105,866-56.7% | $90,766-49.6% | $134,545-66.0% |
| Participation rate | 71.4% | 78.3%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -13.95% | -10.99%-3.0pp | -12.16%-1.8pp | 418.37%-432.3pp |
| Employer contribution / active EE | $2,634 | $3,464-23.9% | $2,922-9.8% | $4,742-44.4% |
| Participant deferral / active EE | $4,670 | $5,217-10.5% | $4,565+2.3% | $6,401-27.0% |
| Admin fee / account holder | $1,636 | $13,938-88.3% | $8,446-80.6% | $11,431-85.7% |