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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 | $53,416 | $95,915-44.3% | $79,580-32.9% | $134,532-60.3% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -15.63% | -2.71%-12.9pp | 0.15%-15.8pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,878 | $3,129-40.0% | $2,413-22.2% | $4,741-60.4% |
| Participant deferral / active EE | $2,305 | $4,693-50.9% | $3,985-42.2% | $6,401-64.0% |
| Admin fee / account holder | $2,702 | $9,132-70.4% | $6,835-60.5% | $11,429-76.4% |