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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 | $42,965 | $86,701-50.4% | $73,309-41.4% | $125,389-65.7% |
| Participation rate | 92.9% | 78.6%+14.2pp | 74.9%+17.9pp | 83.2%+9.7pp |
| Annual return | -1.97% | 2.78%-4.7pp | 5.67%-7.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,141 | $5,549-61.4% | $4,991-57.1% | $5,352-60.0% |
| Admin fee / account holder | $1,170 | $7,768-84.9% | $5,635-79.2% | $9,541-87.7% |