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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 | $24,395 | $90,606-73.1% | $79,466-69.3% | $135,379-82.0% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -4.14% | 977.69%-981.8pp | 718.28%-722.4pp | 519.79%-523.9pp |
| Employer contribution / active EE | $2,357 | $3,068-23.2% | $2,800-15.8% | $4,779-50.7% |
| Participant deferral / active EE | $5,357 | $4,050+32.3% | $3,704+44.6% | $5,609-4.5% |
| Admin fee / account holder | $1,499 | $5,895-74.6% | $5,104-70.6% | $10,828-86.2% |