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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 | $44,913 | $167,352-73.2% | $143,788-68.8% | $134,509-66.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -3.86% | 0.47%-4.3pp | -0.03%-3.8pp | 418.13%-422.0pp |
| Employer contribution / active EE | $1,207 | $5,620-78.5% | $4,952-75.6% | $4,741-74.5% |
| Participant deferral / active EE | $2,848 | $6,447-55.8% | $5,638-49.5% | $6,400-55.5% |
| Admin fee / account holder | $231,538 | $18,091+1179.8% | $14,675+1477.8% | $11,427+1926.3% |