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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 | $39,546 | $72,177-45.2% | $115,038-65.6% | $59,633-33.7% |
| Participation rate | 86.8% | 72.6%+14.3pp | 81.4%+5.5pp | 68.7%+18.2pp |
| Annual return | -1.75% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,831 | $4,783+1.0% | $6,026-19.8% | $3,192+51.3% |
| Admin fee / account holder | $28,163 | $4,927+471.6% | $8,175+244.5% | $4,297+555.4% |