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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 | $24,037 | $92,219-73.9% | $76,768-68.7% | $135,379-82.2% |
| Participation rate | 93.8% | 79.8%+14.0pp | 77.0%+16.8pp | 82.6%+11.1pp |
| Annual return | -5.06% | 5.46%-10.5pp | 2.43%-7.5pp | 519.79%-524.8pp |
| Employer contribution / active EE | $1,266 | $3,216-60.6% | $2,485-49.1% | $4,779-73.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,596 | $10,749-57.2% | $6,675-31.2% | $10,828-57.6% |