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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 | $53,424 | $85,790-37.7% | $67,313-20.6% | $135,380-60.5% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.1%+22.6pp | 82.6%+9.0pp |
| Annual return | -3.44% | -0.54%-2.9pp | -4.08%+0.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $833 | $3,487-76.1% | $2,566-67.5% | $4,779-82.6% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,861 | $6,392+132.5% | $4,507+229.7% | $10,828+37.2% |