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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 | $28,823 | $95,193-69.7% | $76,523-62.3% | $135,382-78.7% |
| Participation rate | 76.5% | 74.4%+2.1pp | 68.0%+8.5pp | 82.6%-6.2pp |
| Annual return | -7.63% | 4.85%-12.5pp | -0.27%-7.4pp | 519.77%-527.4pp |
| Employer contribution / active EE | $1,559 | $3,302-52.8% | $2,647-41.1% | $4,779-67.4% |
| Participant deferral / active EE | $3,384 | $4,639-27.1% | $3,835-11.8% | $5,609-39.7% |
| Admin fee / account holder | $5,754 | $6,249-7.9% | $4,848+18.7% | $10,829-46.9% |