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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 | $11,892 | $82,324-85.6% | $68,803-82.7% | $134,545-91.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -16.83% | -2.17%-14.7pp | -6.37%-10.5pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,553 | $3,302-22.7% | $2,656-3.9% | $4,742-46.2% |
| Participant deferral / active EE | $5,145 | $4,740+8.5% | $3,942+30.5% | $6,401-19.6% |
| Admin fee / account holder | $10,136 | $6,485+56.3% | $4,936+105.4% | $11,431-11.3% |