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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 | $44,621 | $57,350-22.2% | $83,850-46.8% | $64,181-30.5% |
| Participation rate | 81.0% | 68.6%+12.3pp | 76.1%+4.8pp | 69.6%+11.4pp |
| Annual return | -5.16% | 11.38%-16.5pp | 850.92%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $900 | $2,545-64.6% | $3,631-75.2% | $2,381-62.2% |
| Participant deferral / active EE | $3,018 | $2,993+0.9% | $4,082-26.0% | $3,470-13.0% |
| Admin fee / account holder | $19,354 | $4,046+378.4% | $5,478+253.3% | $4,887+296.0% |