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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 | $35,804 | $105,867-66.2% | $90,760-60.6% | $134,532-73.4% |
| Participation rate | 76.9% | 78.3%-1.3pp | 75.7%+1.2pp | 81.2%-4.3pp |
| Annual return | -14.26% | -10.99%-3.3pp | -12.16%-2.1pp | 418.27%-432.5pp |
| Employer contribution / active EE | $2,913 | $3,464-15.9% | $2,922-0.3% | $4,741-38.6% |
| Participant deferral / active EE | $4,948 | $5,217-5.2% | $4,565+8.4% | $6,401-22.7% |
| Admin fee / account holder | $4,378 | $13,936-68.6% | $8,444-48.2% | $11,429-61.7% |