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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 | $34,995 | $91,911-61.9% | $68,612-49.0% | $135,379-74.2% |
| Participation rate | 72.7% | 76.7%-4.0pp | 72.2%+0.5pp | 82.6%-9.9pp |
| Annual return | -6.76% | -8.22%+1.5pp | -4.63%-2.1pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,320 | $3,924-66.4% | $2,625-49.7% | $4,779-72.4% |
| Participant deferral / active EE | $2,138 | $4,315-50.5% | $3,311-35.4% | $5,609-61.9% |
| Admin fee / account holder | $22,074 | $9,240+138.9% | $5,131+330.2% | $10,828+103.9% |