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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 | $34,408 | $99,032-65.3% | $80,022-57.0% | $135,382-74.6% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -6.32% | 15.39%-21.7pp | 11.22%-17.5pp | 519.77%-526.1pp |
| Employer contribution / active EE | $1,671 | $3,043-45.1% | $2,468-32.3% | $4,779-65.0% |
| Participant deferral / active EE | $2,467 | $4,282-42.4% | $3,686-33.1% | $5,609-56.0% |
| Admin fee / account holder | $2,289 | $10,436-78.1% | $6,521-64.9% | $10,829-78.9% |