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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 | $29,556 | $97,027-69.5% | $83,323-64.5% | $135,382-78.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -2.09% | 12.31%-14.4pp | 10.63%-12.7pp | 519.77%-521.9pp |
| Employer contribution / active EE | $3,160 | $4,143-23.7% | $3,379-6.5% | $4,779-33.9% |
| Participant deferral / active EE | $4,328 | $5,964-27.4% | $5,565-22.2% | $5,609-22.8% |
| Admin fee / account holder | $31,414 | $8,427+272.8% | $7,539+316.7% | $10,829+190.1% |