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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 | $57,096 | $95,915-40.5% | $79,580-28.3% | $134,532-57.6% |
| Participation rate | 90.5% | 75.0%+15.4pp | 69.5%+21.0pp | 81.2%+9.2pp |
| Annual return | -11.25% | -2.71%-8.5pp | 0.15%-11.4pp | 418.27%-429.5pp |
| Employer contribution / active EE | $2,814 | $3,129-10.1% | $2,413+16.6% | $4,741-40.6% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,742 | $9,132-70.0% | $6,835-59.9% | $11,429-76.0% |