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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 | $21,142 | $32,117-34.2% | $71,089-70.3% | $64,173-67.1% |
| Participation rate | 89.2% | 42.7%+46.5pp | 54.6%+34.5pp | 69.6%+19.6pp |
| Annual return | -3.93% | -5.57%+1.6pp | 650.65%-654.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $819 | $712+15.1% | $1,088-24.7% | $2,381-65.6% |
| Participant deferral / active EE | $1,047 | $1,263-17.1% | $1,873-44.1% | $3,470-69.8% |
| Admin fee / account holder | $2,100 | $2,759-23.9% | $3,082-31.9% | $4,887-57.0% |