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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 | $61,723 | $105,866-41.7% | $90,766-32.0% | $134,545-54.1% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -13.75% | -10.99%-2.8pp | -12.16%-1.6pp | 418.37%-432.1pp |
| Employer contribution / active EE | $5,470 | $3,464+57.9% | $2,922+87.2% | $4,742+15.4% |
| Participant deferral / active EE | $6,216 | $5,217+19.1% | $4,565+36.2% | $6,401-2.9% |
| Admin fee / account holder | $400 | $13,938-97.1% | $8,446-95.3% | $11,431-96.5% |