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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 | $72,082 | $72,177-0.1% | $115,037-37.3% | $59,633+20.9% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -1.52% | 12.02%-13.5pp | 26.14%-27.7pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $851 | $2,841-70.1% | $4,608-81.5% | $2,203-61.4% |
| Participant deferral / active EE | $2,491 | $4,783-47.9% | $6,026-58.7% | $3,192-22.0% |
| Admin fee / account holder | $14,814 | $4,927+200.7% | $8,175+81.2% | $4,297+244.7% |