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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 | $69,354 | $95,895-27.7% | $79,576-12.8% | $134,509-48.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -12.74% | -2.72%-10.0pp | 0.15%-12.9pp | 418.13%-430.9pp |
| Employer contribution / active EE | $965 | $3,128-69.1% | $2,413-60.0% | $4,741-79.6% |
| Participant deferral / active EE | $3,508 | $4,693-25.2% | $3,985-12.0% | $6,400-45.2% |
| Admin fee / account holder | $22,656 | $9,129+148.2% | $6,834+231.5% | $11,427+98.3% |