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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 | $61,856 | $85,790-27.9% | $67,313-8.1% | $135,380-54.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -4.92% | -0.54%-4.4pp | -4.08%-0.8pp | 519.81%-524.7pp |
| Employer contribution / active EE | $2,445 | $3,487-29.9% | $2,566-4.7% | $4,779-48.8% |
| Participant deferral / active EE | $3,013 | $4,651-35.2% | $3,568-15.6% | $5,609-46.3% |
| Admin fee / account holder | $56,916 | $6,392+790.4% | $4,507+1162.9% | $10,828+425.6% |