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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 | $23,598 | $95,917-75.4% | $79,583-70.3% | $134,545-82.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -20.10% | -2.70%-17.4pp | 0.16%-20.3pp | 418.37%-438.5pp |
| Employer contribution / active EE | $1,373 | $3,129-56.1% | $2,414-43.1% | $4,742-71.0% |
| Participant deferral / active EE | $3,101 | $4,694-33.9% | $3,986-22.2% | $6,401-51.6% |
| Admin fee / account holder | $375 | $9,132-95.9% | $6,835-94.5% | $11,431-96.7% |