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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 | $17,891 | $95,917-81.3% | $79,583-77.5% | $134,545-86.7% |
| Participation rate | 70.6% | 75.0%-4.5pp | 69.5%+1.1pp | 81.2%-10.6pp |
| Annual return | -5.52% | -2.70%-2.8pp | 0.16%-5.7pp | 418.37%-423.9pp |
| Employer contribution / active EE | $1,524 | $3,129-51.3% | $2,414-36.9% | $4,742-67.9% |
| Participant deferral / active EE | $2,254 | $4,694-52.0% | $3,986-43.4% | $6,401-64.8% |
| Admin fee / account holder | $19,878 | $9,132+117.7% | $6,835+190.8% | $11,431+73.9% |