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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 | $35,574 | $52,678-32.5% | $75,784-53.1% | $59,633-40.3% |
| Participation rate | 83.9% | 67.2%+16.6pp | 75.8%+8.0pp | 68.7%+15.2pp |
| Annual return | -1.41% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $12,180 | $2,193+455.3% | $3,323+266.5% | $2,203+453.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,077 | $3,610+151.4% | $5,300+71.3% | $4,297+111.3% |