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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 | $44,935 | $72,404-37.9% | $110,241-59.2% | $64,181-30.0% |
| Participation rate | 95.8% | 73.3%+22.5pp | 79.8%+16.0pp | 69.6%+26.3pp |
| Annual return | -3.65% | -6.29%+2.6pp | 314.75%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,308 | $2,282-42.7% | $3,827-65.8% | $2,381-45.1% |
| Participant deferral / active EE | $3,067 | $3,469-11.6% | $4,672-34.4% | $3,470-11.6% |
| Admin fee / account holder | $14,958 | $5,664+164.1% | $8,548+75.0% | $4,887+206.1% |