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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 | $37,143 | $777,995-95.2% | $159,991-76.8% | - |
| Participation rate | 93.9% | 55.4%+38.5pp | 78.0%+16.0pp | - |
| Annual return | -16.34% | -14.85%-1.5pp | 408.82%-425.2pp | - |
| Employer contribution / active EE | $1,845 | $1,852-0.3% | $4,225-56.3% | - |
| Participant deferral / active EE | $3,979 | $3,690+7.8% | $6,183-35.6% | - |
| Admin fee / account holder | $1,589 | $22,807-93.0% | $8,715-81.8% | - |