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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 | $26,094 | $133,998-80.5% | $112,263-76.8% | $134,545-80.6% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -8.47% | 47.17%-55.6pp | 27.49%-36.0pp | 418.37%-426.8pp |
| Employer contribution / active EE | $2,498 | $4,040-38.2% | $3,636-31.3% | $4,742-47.3% |
| Participant deferral / active EE | $4,459 | $5,292-15.8% | $4,729-5.7% | $6,401-30.3% |
| Admin fee / account holder | $13,429 | $7,493+79.2% | $6,410+109.5% | $11,431+17.5% |