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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 | $73,900 | $95,867-22.9% | $79,551-7.1% | $134,493-45.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.9pp | 81.2%+2.1pp |
| Annual return | -8.85% | -2.73%-6.1pp | 0.14%-9.0pp | 418.01%-426.9pp |
| Employer contribution / active EE | $1,652 | $3,128-47.2% | $2,413-31.6% | $4,740-65.2% |
| Participant deferral / active EE | $3,991 | $4,692-14.9% | $3,985+0.2% | $6,400-37.6% |
| Admin fee / account holder | $158,917 | $9,127+1641.2% | $6,833+2225.8% | $11,425+1291.0% |