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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 | $192,051 | $45,566+321.5% | $64,105+199.6% | $59,633+222.1% |
| Participation rate | 70.0% | 60.2%+9.8pp | 68.2%+1.8pp | 68.7%+1.3pp |
| Annual return | -1.97% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $589 | $934-36.9% | $1,820-67.6% | $2,203-73.2% |
| Participant deferral / active EE | $2,145 | $2,057+4.3% | $2,822-24.0% | $3,192-32.8% |
| Admin fee / account holder | $13,126 | $3,268+301.7% | $4,499+191.7% | $4,297+205.5% |