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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 | $40,224 | $105,861-62.0% | $90,756-55.7% | $134,509-70.1% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -10.40% | -10.99%+0.6pp | -12.16%+1.8pp | 418.13%-428.5pp |
| Employer contribution / active EE | $2,002 | $3,463-42.2% | $2,922-31.5% | $4,741-57.8% |
| Participant deferral / active EE | $3,073 | $5,217-41.1% | $4,565-32.7% | $6,400-52.0% |
| Admin fee / account holder | $406 | $13,938-97.1% | $8,445-95.2% | $11,427-96.5% |