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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 | $50,137 | $99,032-49.4% | $80,022-37.3% | $135,380-63.0% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -5.69% | 15.39%-21.1pp | 11.22%-16.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,709 | $3,043-43.9% | $2,468-30.8% | $4,779-64.2% |
| Participant deferral / active EE | $5,244 | $4,282+22.5% | $3,686+42.3% | $5,609-6.5% |
| Admin fee / account holder | $661 | $10,436-93.7% | $6,521-89.9% | $10,828-93.9% |