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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 | $7,934 | $82,324-90.4% | $68,803-88.5% | $134,545-94.1% |
| Participation rate | 81.3% | 75.1%+6.2pp | 69.0%+12.2pp | 81.2%0pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,240 | $3,302-1.9% | $2,656+22.0% | $4,742-31.7% |
| Participant deferral / active EE | $5,550 | $4,740+17.1% | $3,942+40.8% | $6,401-13.3% |
| Admin fee / account holder | $1,190 | $6,485-81.7% | $4,936-75.9% | $11,431-89.6% |