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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 | $27,695 | $82,324-66.4% | $68,803-59.7% | $134,545-79.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -19.14% | -2.17%-17.0pp | -6.37%-12.8pp | 418.37%-437.5pp |
| Employer contribution / active EE | $1,104 | $3,302-66.6% | $2,656-58.4% | $4,742-76.7% |
| Participant deferral / active EE | $4,830 | $4,740+1.9% | $3,942+22.5% | $6,401-24.6% |
| Admin fee / account holder | $1,322 | $6,485-79.6% | $4,936-73.2% | $11,431-88.4% |