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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 | $38,951 | $95,917-59.4% | $79,583-51.1% | $134,545-71.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -8.13% | -2.70%-5.4pp | 0.16%-8.3pp | 418.37%-426.5pp |
| Employer contribution / active EE | $3,071 | $3,129-1.9% | $2,414+27.2% | $4,742-35.2% |
| Participant deferral / active EE | $6,416 | $4,694+36.7% | $3,986+61.0% | $6,401+0.2% |
| Admin fee / account holder | $567 | $9,132-93.8% | $6,835-91.7% | $11,431-95.0% |