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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 | $96,312 | $78,694+22.4% | $67,652+42.4% | $125,389-23.2% |
| Participation rate | 72.7% | 78.8%-6.1pp | 75.7%-2.9pp | 83.2%-10.5pp |
| Annual return | -2.23% | 9.46%-11.7pp | 6625.40%-6627.6pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,968 | $3,044-35.3% | $2,266-13.1% | $4,866-59.5% |
| Participant deferral / active EE | $3,309 | $4,292-22.9% | $3,560-7.0% | $5,352-38.2% |
| Admin fee / account holder | $5,995 | $7,403-19.0% | $4,821+24.4% | $9,541-37.2% |