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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 | $26,759 | $82,314-67.5% | $68,808-61.1% | $134,532-80.1% |
| Participation rate | 73.3% | 75.1%-1.7pp | 69.0%+4.3pp | 81.2%-7.9pp |
| Annual return | -14.20% | -2.18%-12.0pp | -6.37%-7.8pp | 418.27%-432.5pp |
| Employer contribution / active EE | $4,713 | $3,301+42.8% | $2,656+77.5% | $4,741-0.6% |
| Participant deferral / active EE | $2,271 | $4,740-52.1% | $3,942-42.4% | $6,401-64.5% |
| Admin fee / account holder | $3,139 | $6,484-51.6% | $4,936-36.4% | $11,429-72.5% |