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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 | $27,974 | $65,704-57.4% | $94,229-70.3% | $59,633-53.1% |
| Participation rate | 94.6% | 72.1%+22.5pp | 78.8%+15.9pp | 68.7%+26.0pp |
| Annual return | -1.14% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,631 | $3,143-16.3% | $4,320-39.1% | $3,192-17.6% |
| Admin fee / account holder | $9,053 | $4,265+112.3% | $6,269+44.4% | $4,297+110.7% |