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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 | $41,746 | $105,866-60.6% | $90,766-54.0% | $134,545-69.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.29% | -10.99%-4.3pp | -12.16%-3.1pp | 418.37%-433.7pp |
| Employer contribution / active EE | $2,189 | $3,464-36.8% | $2,922-25.1% | $4,742-53.8% |
| Participant deferral / active EE | $11,919 | $5,217+128.5% | $4,565+161.1% | $6,401+86.2% |
| Admin fee / account holder | $2,768 | $13,938-80.1% | $8,446-67.2% | $11,431-75.8% |