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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 | $28,624 | $72,404-60.5% | $110,243-74.0% | $64,173-55.4% |
| Participation rate | 70.2% | 73.3%-3.2pp | 79.8%-9.6pp | 69.6%+0.6pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,789 | $2,282+22.3% | $3,827-27.1% | $2,381+17.2% |
| Participant deferral / active EE | $4,558 | $3,469+31.4% | $4,672-2.4% | $3,470+31.4% |
| Admin fee / account holder | $388 | $5,664-93.2% | $8,548-95.5% | $4,887-92.1% |