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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 | $64,120 | $211,946-69.7% | $169,452-62.2% | $135,380-52.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -1.03% | 3.26%-4.3pp | 1.83%-2.9pp | 519.81%-520.8pp |
| Employer contribution / active EE | $1,100 | $5,117-78.5% | $4,157-73.6% | $4,779-77.0% |
| Participant deferral / active EE | $2,299 | $6,075-62.2% | $5,277-56.4% | $5,609-59.0% |
| Admin fee / account holder | $256,265 | $11,472+2133.9% | $9,110+2713.1% | $10,828+2266.7% |