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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 | $64,388 | $65,704-2.0% | $94,229-31.7% | $59,633+8.0% |
| Participation rate | 81.0% | 72.1%+8.8pp | 78.8%+2.2pp | 68.7%+12.3pp |
| Annual return | -1.61% | 5.22%-6.8pp | 10.68%-12.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,152 | $3,143-31.5% | $4,320-50.2% | $3,192-32.6% |
| Admin fee / account holder | $1,857 | $4,265-56.5% | $6,269-70.4% | $4,297-56.8% |