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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 | $42,434 | $95,915-55.8% | $79,580-46.7% | $134,532-68.5% |
| Participation rate | 72.2% | 75.0%-2.8pp | 69.5%+2.7pp | 81.2%-9.0pp |
| Annual return | -9.11% | -2.71%-6.4pp | 0.15%-9.3pp | 418.27%-427.4pp |
| Employer contribution / active EE | $2,315 | $3,129-26.0% | $2,413-4.1% | $4,741-51.2% |
| Participant deferral / active EE | $1,889 | $4,693-59.7% | $3,985-52.6% | $6,401-70.5% |
| Admin fee / account holder | $924 | $9,132-89.9% | $6,835-86.5% | $11,429-91.9% |