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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 | $41,293 | $95,193-56.6% | $76,523-46.0% | $135,382-69.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -5.71% | 4.85%-10.6pp | -0.27%-5.4pp | 519.77%-525.5pp |
| Employer contribution / active EE | $1,714 | $3,302-48.1% | $2,647-35.3% | $4,779-64.1% |
| Participant deferral / active EE | $4,002 | $4,639-13.7% | $3,835+4.3% | $5,609-28.7% |
| Admin fee / account holder | $337 | $6,249-94.6% | $4,848-93.0% | $10,829-96.9% |