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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 | $55,457 | $97,020-42.8% | $83,327-33.4% | $135,380-59.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -6.68% | 12.31%-19.0pp | 10.64%-17.3pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,192 | $4,144-47.1% | $3,379-35.1% | $4,779-54.1% |
| Participant deferral / active EE | $9,776 | $5,964+63.9% | $5,565+75.7% | $5,609+74.3% |
| Admin fee / account holder | $2,400 | $8,426-71.5% | $7,540-68.2% | $10,828-77.8% |