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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 | $95,318 | $82,678+15.3% | $125,391-24.0% | $68,490+39.2% |
| Participation rate | 84.4% | 75.1%+9.4pp | 82.4%+2.1pp | 67.9%+16.5pp |
| Annual return | -10.41% | -5.97%-4.4pp | 572.41%-582.8pp | -7.85%-2.6pp |
| Employer contribution / active EE | $912 | $3,382-73.0% | $4,816-81.1% | $2,597-64.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $869 | $6,277-86.2% | $10,009-91.3% | $5,403-83.9% |