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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 | $23,816 | $158,827-85.0% | $121,208-80.4% | $135,382-82.4% |
| Participation rate | 81.8% | 79.3%+2.5pp | 71.8%+10.1pp | 82.6%-0.8pp |
| Annual return | -6.31% | -0.64%-5.7pp | 16.93%-23.2pp | 519.77%-526.1pp |
| Employer contribution / active EE | $1,529 | $5,666-73.0% | $4,023-62.0% | $4,779-68.0% |
| Participant deferral / active EE | $3,831 | $4,006-4.3% | $3,345+14.5% | $5,609-31.7% |
| Admin fee / account holder | $11,970 | $6,514+83.8% | $5,020+138.4% | $10,829+10.5% |