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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 | $21,736 | $95,917-77.3% | $79,583-72.7% | $134,545-83.8% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.5pp |
| Annual return | -17.58% | -2.70%-14.9pp | 0.16%-17.7pp | 418.37%-435.9pp |
| Employer contribution / active EE | $914 | $3,129-70.8% | $2,414-62.2% | $4,742-80.7% |
| Participant deferral / active EE | $3,861 | $4,694-17.7% | $3,986-3.1% | $6,401-39.7% |
| Admin fee / account holder | $7,653 | $9,132-16.2% | $6,835+12.0% | $11,431-33.0% |