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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 | $25,783 | $90,590-71.5% | $90,782-71.6% | $135,380-81.0% |
| Participation rate | 81.3% | 83.7%-2.5pp | 82.7%-1.4pp | 82.6%-1.4pp |
| Annual return | -7.22% | -3.40%-3.8pp | -3.42%-3.8pp | 519.81%-527.0pp |
| Employer contribution / active EE | $5,260 | $4,352+20.9% | $4,105+28.1% | $4,779+10.1% |
| Participant deferral / active EE | $7,804 | $5,407+44.3% | $5,366+45.4% | $5,609+39.1% |
| Admin fee / account holder | $7,246 | $7,683-5.7% | $5,908+22.6% | $10,828-33.1% |