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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 | $16,128 | $95,867-83.2% | $79,551-79.7% | $134,493-88.0% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -17.06% | -2.73%-14.3pp | 0.14%-17.2pp | 418.01%-435.1pp |
| Employer contribution / active EE | $1,689 | $3,128-46.0% | $2,413-30.0% | $4,740-64.4% |
| Participant deferral / active EE | $7,492 | $4,692+59.7% | $3,985+88.0% | $6,400+17.1% |
| Admin fee / account holder | $3,025 | $9,127-66.9% | $6,833-55.7% | $11,425-73.5% |