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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 | $21,085 | $43,550-51.6% | $63,244-66.7% | $52,331-59.7% |
| Participation rate | 90.1% | 65.7%+24.4pp | 71.0%+19.1pp | 68.1%+22.0pp |
| Annual return | -0.66% | 2.03%-2.7pp | -70.31%+69.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,572 | $1,351+16.4% | $2,322-32.3% | $1,882-16.4% |
| Participant deferral / active EE | $3,800 | $2,254+68.6% | $2,953+28.7% | $3,022+25.7% |
| Admin fee / account holder | $1,328 | $387+243.1% | $5,893-77.5% | $592+124.4% |