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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 | $15,012 | $95,915-84.3% | $79,580-81.1% | $134,532-88.8% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -13.55% | -2.71%-10.8pp | 0.15%-13.7pp | 418.27%-431.8pp |
| Employer contribution / active EE | $1,752 | $3,129-44.0% | $2,413-27.4% | $4,741-63.0% |
| Participant deferral / active EE | $4,867 | $4,693+3.7% | $3,985+22.1% | $6,401-24.0% |
| Admin fee / account holder | $444 | $9,132-95.1% | $6,835-93.5% | $11,429-96.1% |