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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 | $27,566 | $85,790-67.9% | $67,313-59.0% | $135,380-79.6% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -8.03% | -0.54%-7.5pp | -4.08%-3.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,202 | $3,487-36.9% | $2,566-14.2% | $4,779-53.9% |
| Participant deferral / active EE | $3,759 | $4,651-19.2% | $3,568+5.3% | $5,609-33.0% |
| Admin fee / account holder | $613 | $6,392-90.4% | $4,507-86.4% | $10,828-94.3% |