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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 | $49,172 | $78,694-37.5% | $67,652-27.3% | $125,389-60.8% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | -1.53% | 9.46%-11.0pp | 6625.40%-6626.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,655 | $3,044-12.8% | $2,266+17.2% | $4,866-45.4% |
| Participant deferral / active EE | $6,680 | $4,292+55.6% | $3,560+87.6% | $5,352+24.8% |
| Admin fee / account holder | $17,171 | $7,403+132.0% | $4,821+256.2% | $9,541+80.0% |