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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 | $32,969 | $127,100-74.1% | $105,738-68.8% | $135,379-75.6% |
| Participation rate | 85.0% | 82.7%+2.3pp | 76.3%+8.7pp | 82.6%+2.4pp |
| Annual return | -2.41% | 4.49%-6.9pp | 6.27%-8.7pp | 519.79%-522.2pp |
| Employer contribution / active EE | $1,317 | $4,107-67.9% | $3,268-59.7% | $4,779-72.4% |
| Participant deferral / active EE | $3,994 | $5,064-21.1% | $4,080-2.1% | $5,609-28.8% |
| Admin fee / account holder | $16,531 | $9,087+81.9% | $6,913+139.1% | $10,828+52.7% |