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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 | $26,526 | $87,016-69.5% | $63,244-58.1% | $125,389-78.8% |
| Participation rate | 81.8% | 77.1%+4.8pp | 71.0%+10.8pp | 83.2%-1.4pp |
| Annual return | -1.03% | 21.71%-22.7pp | -70.31%+69.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,266 | $3,601-64.8% | $2,322-45.5% | $4,866-74.0% |
| Participant deferral / active EE | $3,420 | $3,939-13.2% | $2,953+15.8% | $5,352-36.1% |
| Admin fee / account holder | $829 | $11,954-93.1% | $5,893-85.9% | $9,541-91.3% |