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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 | $67,252 | $95,188-29.3% | $76,518-12.1% | $135,380-50.3% |
| Participation rate | 86.4% | 74.4%+12.0pp | 68.0%+18.4pp | 82.6%+3.7pp |
| Annual return | -8.26% | 4.85%-13.1pp | -0.27%-8.0pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,466 | $3,303-55.6% | $2,647-44.6% | $4,779-69.3% |
| Participant deferral / active EE | $5,504 | $4,640+18.6% | $3,836+43.5% | $5,609-1.9% |
| Admin fee / account holder | $16,065 | $6,249+157.1% | $4,849+231.3% | $10,828+48.4% |