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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 | $23,300 | $69,518-66.5% | $59,883-61.1% | $135,382-82.8% |
| Participation rate | 73.7% | 77.8%-4.1pp | 74.7%-1.0pp | 82.6%-9.0pp |
| Annual return | -4.57% | 7.95%-12.5pp | 3.46%-8.0pp | 519.77%-524.3pp |
| Employer contribution / active EE | $4,869 | $3,235+50.5% | $2,722+78.9% | $4,779+1.9% |
| Participant deferral / active EE | $5,944 | $4,204+41.4% | $3,402+74.7% | $5,609+6.0% |
| Admin fee / account holder | $9,328 | $5,734+62.7% | $3,591+159.8% | $10,829-13.9% |