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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 | $33,328 | $91,911-63.7% | $68,612-51.4% | $135,380-75.4% |
| Participation rate | 76.5% | 76.7%-0.3pp | 72.2%+4.2pp | 82.6%-6.2pp |
| Annual return | -9.01% | -8.22%-0.8pp | -4.63%-4.4pp | 519.81%-528.8pp |
| Employer contribution / active EE | $2,062 | $3,924-47.4% | $2,625-21.4% | $4,779-56.8% |
| Participant deferral / active EE | $2,803 | $4,315-35.0% | $3,311-15.3% | $5,609-50.0% |
| Admin fee / account holder | $353 | $9,240-96.2% | $5,131-93.1% | $10,828-96.7% |