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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 | $26,869 | $117,777-77.2% | $71,778-62.6% | $134,545-80.0% |
| Participation rate | 76.5% | 68.9%+7.6pp | 62.3%+14.1pp | 81.2%-4.8pp |
| Annual return | -19.45% | 25.46%-44.9pp | 9.15%-28.6pp | 418.37%-437.8pp |
| Employer contribution / active EE | $686 | $2,525-72.8% | $1,704-59.8% | $4,742-85.5% |
| Participant deferral / active EE | $1,783 | $3,756-52.5% | $2,656-32.9% | $6,401-72.1% |
| Admin fee / account holder | $814 | $6,379-87.2% | $3,974-79.5% | $11,431-92.9% |