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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 | $26,510 | $167,352-84.2% | $143,788-81.6% | $134,509-80.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -16.91% | 0.47%-17.4pp | -0.03%-16.9pp | 418.13%-435.0pp |
| Employer contribution / active EE | $2,905 | $5,620-48.3% | $4,952-41.3% | $4,741-38.7% |
| Participant deferral / active EE | $6,295 | $6,447-2.4% | $5,638+11.7% | $6,400-1.6% |
| Admin fee / account holder | $1,586 | $18,091-91.2% | $14,675-89.2% | $11,427-86.1% |