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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 | $12,289 | $95,917-87.2% | $79,583-84.6% | $134,545-90.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -17.85% | -2.70%-15.2pp | 0.16%-18.0pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,325 | $3,129-25.7% | $2,414-3.7% | $4,742-51.0% |
| Participant deferral / active EE | $2,325 | $4,694-50.5% | $3,986-41.7% | $6,401-63.7% |
| Admin fee / account holder | $2,972 | $9,132-67.5% | $6,835-56.5% | $11,431-74.0% |