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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 | $47,912 | $100,811-52.5% | $86,698-44.7% | $134,545-64.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -11.09% | 29.11%-40.2pp | 35.96%-47.1pp | 418.37%-429.5pp |
| Employer contribution / active EE | $2,423 | $3,490-30.6% | $2,837-14.6% | $4,742-48.9% |
| Participant deferral / active EE | $5,013 | $5,339-6.1% | $4,656+7.7% | $6,401-21.7% |
| Admin fee / account holder | $2,000 | $10,926-81.7% | $7,492-73.3% | $11,431-82.5% |