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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 | $23,659 | $85,790-72.4% | $67,313-64.9% | $135,382-82.5% |
| Participation rate | 78.6% | 76.5%+2.1pp | 69.1%+9.5pp | 82.6%-4.1pp |
| Annual return | -5.24% | -0.54%-4.7pp | -4.08%-1.2pp | 519.77%-525.0pp |
| Employer contribution / active EE | $1,305 | $3,487-62.6% | $2,566-49.1% | $4,779-72.7% |
| Participant deferral / active EE | $4,157 | $4,651-10.6% | $3,568+16.5% | $5,609-25.9% |
| Admin fee / account holder | $35,738 | $6,392+459.1% | $4,507+693.0% | $10,829+230.0% |