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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 | $22,002 | $105,866-79.2% | $90,766-75.8% | $134,545-83.6% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -18.70% | -10.99%-7.7pp | -12.16%-6.5pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,972 | $3,464-43.1% | $2,922-32.5% | $4,742-58.4% |
| Participant deferral / active EE | $3,716 | $5,217-28.8% | $4,565-18.6% | $6,401-41.9% |
| Admin fee / account holder | $1,842 | $13,938-86.8% | $8,446-78.2% | $11,431-83.9% |