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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 | $54,890 | $167,352-67.2% | $143,788-61.8% | $134,509-59.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -6.11% | 0.47%-6.6pp | -0.03%-6.1pp | 418.13%-424.2pp |
| Employer contribution / active EE | $4,993 | $5,620-11.2% | $4,952+0.8% | $4,741+5.3% |
| Participant deferral / active EE | $7,068 | $6,447+9.6% | $5,638+25.4% | $6,400+10.4% |
| Admin fee / account holder | $4,078 | $18,091-77.5% | $14,675-72.2% | $11,427-64.3% |