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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 | $28,931 | $92,219-68.6% | $76,768-62.3% | $135,379-78.6% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -3.69% | 5.46%-9.1pp | 2.43%-6.1pp | 519.79%-523.5pp |
| Employer contribution / active EE | $1,767 | $3,216-45.0% | $2,485-28.9% | $4,779-63.0% |
| Participant deferral / active EE | $4,255 | $4,508-5.6% | $3,852+10.5% | $5,609-24.1% |
| Admin fee / account holder | $19,140 | $10,749+78.1% | $6,675+186.7% | $10,828+76.8% |