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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 | $33,106 | $54,380-39.1% | $68,509-51.7% | $59,633-44.5% |
| Participation rate | 85.3% | 70.2%+15.1pp | 74.7%+10.6pp | 68.7%+16.6pp |
| Annual return | -1.96% | 2.83%-4.8pp | 8.27%-10.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $7,353 | $1,539+377.9% | $2,278+222.8% | $2,203+233.8% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $11,474 | $3,885+195.3% | $5,275+117.5% | $4,297+167.0% |