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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 | $95,895-75.4% | $79,576-70.3% | $134,509-82.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -20.10% | -2.72%-17.4pp | 0.15%-20.2pp | 418.13%-438.2pp |
| Employer contribution / active EE | $1,373 | $3,128-56.1% | $2,413-43.1% | $4,741-71.0% |
| Participant deferral / active EE | $3,101 | $4,693-33.9% | $3,985-22.2% | $6,400-51.6% |
| Admin fee / account holder | $375 | $9,129-95.9% | $6,834-94.5% | $11,427-96.7% |