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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 | $44,664 | $107,809-58.6% | $90,657-50.7% | $135,379-67.0% |
| Participation rate | 78.6% | 78.0%+0.5pp | 74.0%+4.5pp | 82.6%-4.1pp |
| Annual return | -6.60% | -0.90%-5.7pp | 1.89%-8.5pp | 519.79%-526.4pp |
| Employer contribution / active EE | $1,346 | $3,018-55.4% | $2,532-46.8% | $4,779-71.8% |
| Participant deferral / active EE | $3,871 | $3,8720% | $3,424+13.1% | $5,609-31.0% |
| Admin fee / account holder | $5,193 | $5,931-12.4% | $4,994+4.0% | $10,828-52.0% |