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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 | $17,942 | $82,324-78.2% | $68,803-73.9% | $134,545-86.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -10.33% | -2.17%-8.2pp | -6.37%-4.0pp | 418.37%-428.7pp |
| Employer contribution / active EE | $1,544 | $3,302-53.2% | $2,656-41.9% | $4,742-67.4% |
| Participant deferral / active EE | $5,539 | $4,740+16.9% | $3,942+40.5% | $6,401-13.5% |
| Admin fee / account holder | $8,255 | $6,485+27.3% | $4,936+67.3% | $11,431-27.8% |