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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 | $20,443 | $95,188-78.5% | $76,518-73.3% | $135,379-84.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -5.89% | 4.85%-10.7pp | -0.27%-5.6pp | 519.79%-525.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,964 | $4,640-36.1% | $3,836-22.7% | $5,609-47.2% |
| Admin fee / account holder | $6,694 | $6,249+7.1% | $4,849+38.1% | $10,828-38.2% |