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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 | $28,114 | $27,632+1.7% | $61,452-54.3% | $68,486-58.9% |
| Participation rate | 76.9% | 39.5%+37.4pp | 52.6%+24.4pp | 67.9%+9.0pp |
| Annual return | -9.31% | -13.24%+3.9pp | 338.96%-348.3pp | -7.85%-1.5pp |
| Employer contribution / active EE | $721 | $696+3.6% | $1,160-37.9% | $2,597-72.3% |
| Participant deferral / active EE | $2,774 | $1,264+119.5% | $2,125+30.6% | $4,028-31.1% |
| Admin fee / account holder | $3,847 | $2,010+91.4% | $2,131+80.5% | $5,404-28.8% |