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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 | $115,993 | $27,639+319.7% | $61,501+88.6% | $68,490+69.4% |
| Participation rate | 75.0% | 39.5%+35.5pp | 52.6%+22.4pp | 67.9%+7.1pp |
| Annual return | -13.55% | -13.19%-0.4pp | 339.04%-352.6pp | -7.85%-5.7pp |
| Employer contribution / active EE | $239 | $696-65.7% | $1,160-79.4% | $2,597-90.8% |
| Participant deferral / active EE | $920 | $1,264-27.2% | $2,125-56.7% | $4,028-77.2% |
| Admin fee / account holder | $11,958 | $2,012+494.2% | $2,132+461.0% | $5,403+121.3% |