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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 | $19,320 | $85,790-77.5% | $67,313-71.3% | $135,379-85.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -4.57% | -0.54%-4.0pp | -4.08%-0.5pp | 519.79%-524.4pp |
| Employer contribution / active EE | $1,953 | $3,487-44.0% | $2,566-23.9% | $4,779-59.1% |
| Participant deferral / active EE | $2,741 | $4,651-41.1% | $3,568-23.2% | $5,609-51.1% |
| Admin fee / account holder | $27,267 | $6,392+326.5% | $4,507+505.0% | $10,828+151.8% |