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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 | $29,566 | $95,915-69.2% | $79,580-62.8% | $134,532-78.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -20.23% | -2.71%-17.5pp | 0.15%-20.4pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,150 | $3,129-63.2% | $2,413-52.3% | $4,741-75.7% |
| Participant deferral / active EE | $7,531 | $4,693+60.5% | $3,985+89.0% | $6,401+17.7% |
| Admin fee / account holder | $416 | $9,132-95.4% | $6,835-93.9% | $11,429-96.4% |