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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 | $25,627 | $117,694-78.2% | $71,755-64.3% | $134,532-81.0% |
| Participation rate | 76.5% | 68.8%+7.6pp | 62.3%+14.1pp | 81.2%-4.8pp |
| Annual return | -13.16% | 25.33%-38.5pp | 9.09%-22.3pp | 418.27%-431.4pp |
| Employer contribution / active EE | $1,869 | $2,523-25.9% | $1,704+9.7% | $4,741-60.6% |
| Participant deferral / active EE | $3,001 | $3,753-20.0% | $2,656+13.0% | $6,401-53.1% |
| Admin fee / account holder | $12,091 | $6,374+89.7% | $3,972+204.4% | $11,429+5.8% |