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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 | $29,964 | $117,623-74.5% | $71,702-58.2% | $134,509-77.7% |
| Participation rate | 70.0% | 68.9%+1.1pp | 62.3%+7.7pp | 81.2%-11.2pp |
| Annual return | -17.00% | 25.44%-42.4pp | 9.14%-26.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $1,725 | $2,525-31.7% | $1,704+1.2% | $4,741-63.6% |
| Participant deferral / active EE | $2,268 | $3,759-39.7% | $2,658-14.7% | $6,400-64.6% |
| Admin fee / account holder | $1,118 | $6,379-82.5% | $3,974-71.9% | $11,427-90.2% |