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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 | $24,993 | $167,362-85.1% | $143,799-82.6% | $134,532-81.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -5.54% | 0.47%-6.0pp | -0.04%-5.5pp | 418.27%-423.8pp |
| Employer contribution / active EE | $4,077 | $5,620-27.5% | $4,952-17.7% | $4,741-14.0% |
| Participant deferral / active EE | $6,769 | $6,447+5.0% | $5,638+20.1% | $6,401+5.8% |
| Admin fee / account holder | $136,901 | $18,094+656.6% | $14,677+832.7% | $11,429+1097.9% |