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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 | $40,959 | $59,116-30.7% | $86,438-52.6% | $68,486-40.2% |
| Participation rate | 75.9% | 75.2%+0.7pp | 80.3%-4.4pp | 67.9%+8.0pp |
| Annual return | -15.27% | -0.23%-15.0pp | 4397.19%-4412.5pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,766 | $2,519-29.9% | $3,769-53.1% | $2,597-32.0% |
| Participant deferral / active EE | $4,558 | $5,902-22.8% | $6,952-34.4% | $4,028+13.2% |
| Admin fee / account holder | $1,697 | $5,639-69.9% | $6,733-74.8% | $5,404-68.6% |