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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 | $27,309 | $92,219-70.4% | $76,767-64.4% | $135,380-79.8% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -8.33% | 5.46%-13.8pp | 2.43%-10.8pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,841 | $3,216-42.7% | $2,485-25.9% | $4,779-61.5% |
| Participant deferral / active EE | $2,276 | $4,508-49.5% | $3,852-40.9% | $5,609-59.4% |
| Admin fee / account holder | $1,759 | $10,749-83.6% | $6,675-73.6% | $10,828-83.8% |