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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 | $11,626 | $95,188-87.8% | $76,518-84.8% | $135,380-91.4% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -7.82% | 4.85%-12.7pp | -0.27%-7.6pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,161 | $3,303-64.9% | $2,647-56.1% | $4,779-75.7% |
| Participant deferral / active EE | $6,721 | $4,640+44.9% | $3,836+75.2% | $5,609+19.8% |
| Admin fee / account holder | $4,908 | $6,249-21.5% | $4,849+1.2% | $10,828-54.7% |