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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 | $29,629 | $75,935-61.0% | $60,547-51.1% | $125,389-76.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 68.0%+7.0pp | 83.2%-8.2pp |
| Annual return | -0.44% | -5.38%+4.9pp | 335.64%-336.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,260 | $3,438-34.3% | $2,419-6.6% | $4,866-53.6% |
| Participant deferral / active EE | $4,399 | $4,506-2.4% | $3,328+32.2% | $5,352-17.8% |
| Admin fee / account holder | $11,047 | $6,768+63.2% | $4,536+143.5% | $9,541+15.8% |