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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 | $25,536 | $95,188-73.2% | $76,518-66.6% | $135,379-81.1% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -8.70% | 4.85%-13.5pp | -0.27%-8.4pp | 519.79%-528.5pp |
| Employer contribution / active EE | $1,894 | $3,303-42.7% | $2,647-28.5% | $4,779-60.4% |
| Participant deferral / active EE | $4,493 | $4,640-3.2% | $3,836+17.1% | $5,609-19.9% |
| Admin fee / account holder | $552 | $6,249-91.2% | $4,849-88.6% | $10,828-94.9% |