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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 | $23,124 | $92,219-74.9% | $76,767-69.9% | $135,380-82.9% |
| Participation rate | 76.5% | 79.8%-3.3pp | 77.0%-0.5pp | 82.6%-6.2pp |
| Annual return | -5.83% | 5.46%-11.3pp | 2.43%-8.3pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,006 | $3,216-68.7% | $2,485-59.5% | $4,779-78.9% |
| Participant deferral / active EE | $1,673 | $4,508-62.9% | $3,852-56.6% | $5,609-70.2% |
| Admin fee / account holder | $6,124 | $10,749-43.0% | $6,675-8.3% | $10,828-43.4% |