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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 | $27,265 | $92,219-70.4% | $76,767-64.5% | $135,380-79.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -4.99% | 5.46%-10.5pp | 2.43%-7.4pp | 519.81%-524.8pp |
| Employer contribution / active EE | $2,271 | $3,216-29.4% | $2,485-8.6% | $4,779-52.5% |
| Participant deferral / active EE | $3,381 | $4,508-25.0% | $3,852-12.2% | $5,609-39.7% |
| Admin fee / account holder | $5,100 | $10,749-52.6% | $6,675-23.6% | $10,828-52.9% |