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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 | $27,591 | $100,805-72.6% | $86,698-68.2% | $134,532-79.5% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -18.34% | 29.09%-47.4pp | 35.95%-54.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $3,509 | $3,490+0.5% | $2,837+23.7% | $4,741-26.0% |
| Participant deferral / active EE | $6,120 | $5,339+14.6% | $4,656+31.4% | $6,401-4.4% |
| Admin fee / account holder | $700 | $10,925-93.6% | $7,493-90.7% | $11,429-93.9% |