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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 | $23,633 | $100,805-76.6% | $86,698-72.7% | $134,532-82.4% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -17.07% | 29.09%-46.2pp | 35.95%-53.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,587 | $3,490-25.9% | $2,837-8.8% | $4,741-45.4% |
| Participant deferral / active EE | $5,291 | $5,339-0.9% | $4,656+13.6% | $6,401-17.3% |
| Admin fee / account holder | $645 | $10,925-94.1% | $7,493-91.4% | $11,429-94.4% |