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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 | $47,303 | $72,177-34.5% | $115,037-58.9% | $59,633-20.7% |
| Participation rate | 76.5% | 72.6%+3.9pp | 81.4%-4.9pp | 68.7%+7.8pp |
| Annual return | -1.11% | 12.02%-13.1pp | 26.14%-27.3pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $2,174 | $2,841-23.5% | $4,608-52.8% | $2,203-1.3% |
| Participant deferral / active EE | $4,551 | $4,783-4.8% | $6,026-24.5% | $3,192+42.6% |
| Admin fee / account holder | $23,886 | $4,927+384.8% | $8,175+192.2% | $4,297+455.9% |