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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 | $68,904 | $127,096-45.8% | $105,736-34.8% | $135,380-49.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 76.3%+7.0pp | 82.6%+0.7pp |
| Annual return | -4.47% | 4.49%-9.0pp | 6.27%-10.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,833 | $4,107-55.4% | $3,268-43.9% | $4,779-61.6% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,918 | $9,087-1.9% | $6,913+29.0% | $10,828-17.6% |