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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 | $32,111 | $54,380-41.0% | $68,509-53.1% | $59,633-46.2% |
| Participation rate | 75.0% | 70.2%+4.8pp | 74.7%+0.3pp | 68.7%+6.3pp |
| Annual return | -0.96% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,942 | $2,643-26.5% | $3,382-42.6% | $3,192-39.2% |
| Admin fee / account holder | $2,839 | $3,885-26.9% | $5,275-46.2% | $4,297-33.9% |