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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 | $49,293 | $59,107-16.6% | $86,439-43.0% | $68,498-28.0% |
| Participation rate | 82.2% | 75.2%+7.0pp | 80.3%+1.9pp | 67.9%+14.3pp |
| Annual return | -12.28% | -0.23%-12.0pp | 4395.55%-4407.8pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,785 | $2,519-29.1% | $3,769-52.6% | $2,596-31.3% |
| Participant deferral / active EE | $3,063 | $5,901-48.1% | $6,952-55.9% | $4,027-23.9% |
| Admin fee / account holder | $5,154 | $5,637-8.6% | $6,732-23.4% | $5,403-4.6% |