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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 | $36,780 | $78,694-53.3% | $67,652-45.6% | $125,389-70.7% |
| Participation rate | 70.8% | 78.8%-8.0pp | 75.7%-4.8pp | 83.2%-12.4pp |
| Annual return | -2.64% | 9.46%-12.1pp | 6625.40%-6628.0pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,673 | $3,044-45.0% | $2,266-26.1% | $4,866-65.6% |
| Participant deferral / active EE | $3,787 | $4,292-11.8% | $3,560+6.4% | $5,352-29.2% |
| Admin fee / account holder | $14,742 | $7,403+99.1% | $4,821+205.8% | $9,541+54.5% |