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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 | $36,217 | $158,852-77.2% | $121,220-70.1% | $135,379-73.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.8%+11.6pp | 82.6%+0.7pp |
| Annual return | -2.66% | -0.64%-2.0pp | 16.94%-19.6pp | 519.79%-522.4pp |
| Employer contribution / active EE | $1,336 | $5,666-76.4% | $4,023-66.8% | $4,779-72.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,196 | $6,515-66.3% | $5,021-56.3% | $10,828-79.7% |