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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 | $44,038 | $107,809-59.2% | $90,657-51.4% | $135,379-67.5% |
| Participation rate | 92.9% | 78.0%+14.8pp | 74.0%+18.8pp | 82.6%+10.2pp |
| Annual return | -4.01% | -0.90%-3.1pp | 1.89%-5.9pp | 519.79%-523.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,116 | $3,872-45.3% | $3,424-38.2% | $5,609-62.3% |
| Admin fee / account holder | $14,442 | $5,931+143.5% | $4,994+189.2% | $10,828+33.4% |