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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 | $47,500 | $95,917-50.5% | $79,583-40.3% | $134,545-64.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -13.15% | -2.70%-10.4pp | 0.16%-13.3pp | 418.37%-431.5pp |
| Employer contribution / active EE | $2,370 | $3,129-24.3% | $2,414-1.8% | $4,742-50.0% |
| Participant deferral / active EE | $6,391 | $4,694+36.2% | $3,986+60.3% | $6,401-0.2% |
| Admin fee / account holder | $917 | $9,132-90.0% | $6,835-86.6% | $11,431-92.0% |