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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 | $50,257 | $59,111-15.0% | $86,451-41.9% | $68,490-26.6% |
| Participation rate | 83.9% | 75.2%+8.6pp | 80.3%+3.5pp | 67.9%+16.0pp |
| Annual return | -18.87% | -0.22%-18.6pp | 4398.51%-4417.4pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,093 | $2,519-16.9% | $3,770-44.5% | $2,597-19.4% |
| Participant deferral / active EE | $4,995 | $5,900-15.3% | $6,953-28.2% | $4,028+24.0% |
| Admin fee / account holder | $807 | $5,640-85.7% | $6,734-88.0% | $5,403-85.1% |