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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 | $32,615 | $78,694-58.6% | $67,652-51.8% | $125,389-74.0% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -2.61% | 9.46%-12.1pp | 6625.40%-6628.0pp | 282.24%-284.9pp |
| Employer contribution / active EE | $9,132 | $3,044+200.0% | $2,266+303.1% | $4,866+87.7% |
| Participant deferral / active EE | $17,818 | $4,292+315.1% | $3,560+400.5% | $5,352+232.9% |
| Admin fee / account holder | $12,407 | $7,403+67.6% | $4,821+157.4% | $9,541+30.0% |