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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 | $16,421 | $82,324-80.1% | $68,803-76.1% | $134,545-87.8% |
| Participation rate | 78.3% | 75.1%+3.2pp | 69.0%+9.2pp | 81.2%-3.0pp |
| Annual return | -20.43% | -2.17%-18.3pp | -6.37%-14.1pp | 418.37%-438.8pp |
| Employer contribution / active EE | $2,458 | $3,302-25.6% | $2,656-7.5% | $4,742-48.2% |
| Participant deferral / active EE | $3,166 | $4,740-33.2% | $3,942-19.7% | $6,401-50.5% |
| Admin fee / account holder | $1,064 | $6,485-83.6% | $4,936-78.4% | $11,431-90.7% |