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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 | $20,936 | $158,852-86.8% | $121,220-82.7% | $135,379-84.5% |
| Participation rate | 92.3% | 79.3%+13.0pp | 71.8%+20.5pp | 82.6%+9.7pp |
| Annual return | -1.97% | -0.64%-1.3pp | 16.94%-18.9pp | 519.79%-521.8pp |
| Employer contribution / active EE | $2,438 | $5,666-57.0% | $4,023-39.4% | $4,779-49.0% |
| Participant deferral / active EE | $2,609 | $4,006-34.9% | $3,345-22.0% | $5,609-53.5% |
| Admin fee / account holder | $11,937 | $6,515+83.2% | $5,021+137.8% | $10,828+10.2% |