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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 | $56,835 | $167,522-66.1% | $151,639-62.5% | $134,532-57.8% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -10.70% | 7.81%-18.5pp | 3.34%-14.0pp | 418.27%-429.0pp |
| Employer contribution / active EE | $2,173 | $6,828-68.2% | $6,165-64.8% | $4,741-54.2% |
| Participant deferral / active EE | $5,781 | $8,986-35.7% | $8,363-30.9% | $6,401-9.7% |
| Admin fee / account holder | $327,683 | $13,780+2278.0% | $11,613+2721.6% | $11,429+2767.2% |