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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 | $27,413 | $92,219-70.3% | $76,767-64.3% | $135,380-79.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -1.15% | 5.46%-6.6pp | 2.43%-3.6pp | 519.81%-521.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,885 | $4,508-36.0% | $3,852-25.1% | $5,609-48.6% |
| Admin fee / account holder | $18,075 | $10,749+68.2% | $6,675+170.8% | $10,828+66.9% |