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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 | $21,101 | $105,867-80.1% | $90,760-76.8% | $134,532-84.3% |
| Participation rate | 78.6% | 78.3%+0.3pp | 75.7%+2.9pp | 81.2%-2.7pp |
| Annual return | -20.03% | -10.99%-9.0pp | -12.16%-7.9pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,701 | $3,464-22.0% | $2,922-7.6% | $4,741-43.0% |
| Participant deferral / active EE | $4,304 | $5,217-17.5% | $4,565-5.7% | $6,401-32.8% |
| Admin fee / account holder | $1,114 | $13,936-92.0% | $8,444-86.8% | $11,429-90.3% |