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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 | $30,579 | $95,188-67.9% | $76,518-60.0% | $135,380-77.4% |
| Participation rate | 82.6% | 74.4%+8.2pp | 68.0%+14.6pp | 82.6%0pp |
| Annual return | -3.07% | 4.85%-7.9pp | -0.27%-2.8pp | 519.81%-522.9pp |
| Employer contribution / active EE | $2,320 | $3,303-29.8% | $2,647-12.4% | $4,779-51.5% |
| Participant deferral / active EE | $5,946 | $4,640+28.1% | $3,836+55.0% | $5,609+6.0% |
| Admin fee / account holder | $10,040 | $6,249+60.7% | $4,849+107.1% | $10,828-7.3% |