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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 | $22,093 | $82,324-73.2% | $68,803-67.9% | $134,545-83.6% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.0%+3.7pp | 81.2%-8.5pp |
| Annual return | -15.46% | -2.17%-13.3pp | -6.37%-9.1pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,580 | $3,302-52.1% | $2,656-40.5% | $4,742-66.7% |
| Participant deferral / active EE | $2,881 | $4,740-39.2% | $3,942-26.9% | $6,401-55.0% |
| Admin fee / account holder | $2,340 | $6,485-63.9% | $4,936-52.6% | $11,431-79.5% |