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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 | $30,741 | $72,404-57.5% | $110,243-72.1% | $64,173-52.1% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.6%+0.4pp |
| Annual return | -6.85% | -6.29%-0.6pp | 314.76%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,323 | $2,282-42.0% | $3,827-65.4% | $2,381-44.4% |
| Participant deferral / active EE | $2,986 | $3,469-13.9% | $4,672-36.1% | $3,470-13.9% |
| Admin fee / account holder | $18,087 | $5,664+219.3% | $8,548+111.6% | $4,887+270.1% |