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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 | $20,161 | $67,396-70.1% | $60,919-66.9% | $134,545-85.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -19.93% | 50.12%-70.0pp | 16.96%-36.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $1,687 | $3,101-45.6% | $2,704-37.6% | $4,742-64.4% |
| Participant deferral / active EE | $5,054 | $4,534+11.5% | $3,814+32.5% | $6,401-21.1% |
| Admin fee / account holder | $1,023 | $4,590-77.7% | $3,228-68.3% | $11,431-91.1% |