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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 | $40,538 | $56,197-27.9% | $67,652-40.1% | $59,633-32.0% |
| Participation rate | 71.1% | 71.5%-0.4pp | 75.7%-4.6pp | 68.7%+2.4pp |
| Annual return | -1.94% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $746 | $1,615-53.8% | $2,266-67.1% | $2,203-66.1% |
| Participant deferral / active EE | $2,792 | $2,844-1.8% | $3,560-21.6% | $3,192-12.5% |
| Admin fee / account holder | $8,638 | $3,958+118.2% | $4,821+79.2% | $4,297+101.0% |