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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 | $37,215 | $72,177-48.4% | $115,038-67.7% | $59,633-37.6% |
| Participation rate | 70.2% | 72.6%-2.3pp | 81.4%-11.2pp | 68.7%+1.5pp |
| Annual return | -2.03% | 12.02%-14.0pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,098 | $4,783-35.2% | $6,026-48.6% | $3,192-2.9% |
| Admin fee / account holder | $846 | $4,927-82.8% | $8,175-89.6% | $4,297-80.3% |