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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 | $56,992 | $92,219-38.2% | $76,767-25.8% | $135,380-57.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -5.80% | 5.46%-11.3pp | 2.43%-8.2pp | 519.81%-525.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,325 | $4,508+151.2% | $3,852+194.0% | $5,609+101.9% |
| Admin fee / account holder | $18,785 | $10,749+74.8% | $6,675+181.4% | $10,828+73.5% |