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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 | $26,348 | $54,380-51.5% | $68,509-61.5% | $59,633-55.8% |
| Participation rate | 72.7% | 70.2%+2.5pp | 74.7%-2.0pp | 68.7%+4.1pp |
| Annual return | -1.66% | 2.83%-4.5pp | 8.27%-9.9pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,574 | $2,643-40.5% | $3,382-53.5% | $3,192-50.7% |
| Admin fee / account holder | $412 | $3,885-89.4% | $5,275-92.2% | $4,297-90.4% |