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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 | $34,444 | $167,362-79.4% | $143,799-76.0% | $134,532-74.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -11.21% | 0.47%-11.7pp | -0.04%-11.2pp | 418.27%-429.5pp |
| Employer contribution / active EE | $1,434 | $5,620-74.5% | $4,952-71.0% | $4,741-69.8% |
| Participant deferral / active EE | $3,068 | $6,447-52.4% | $5,638-45.6% | $6,401-52.1% |
| Admin fee / account holder | $54,464 | $18,094+201.0% | $14,677+271.1% | $11,429+376.6% |