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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 | $15,707 | $82,314-80.9% | $68,808-77.2% | $134,532-88.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | -18.16% | -2.18%-16.0pp | -6.37%-11.8pp | 418.27%-436.4pp |
| Employer contribution / active EE | $3,221 | $3,301-2.4% | $2,656+21.3% | $4,741-32.1% |
| Participant deferral / active EE | $6,244 | $4,740+31.7% | $3,942+58.4% | $6,401-2.4% |
| Admin fee / account holder | $1,968 | $6,484-69.6% | $4,936-60.1% | $11,429-82.8% |