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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 | $30,866 | $73,863-58.2% | $143,797-78.5% | $68,490-54.9% |
| Participation rate | 77.6% | 66.7%+10.9pp | 80.3%-2.7pp | 67.9%+9.7pp |
| Annual return | -15.01% | 0.91%-15.9pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,065 | $3,185-66.6% | $4,952-78.5% | $2,597-59.0% |
| Participant deferral / active EE | $1,728 | $3,385-48.9% | $5,638-69.3% | $4,028-57.1% |
| Admin fee / account holder | $47,832 | $5,756+731.0% | $14,679+225.9% | $5,403+785.3% |