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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 | $23,691 | $105,867-77.6% | $90,760-73.9% | $134,532-82.4% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -15.21% | -10.99%-4.2pp | -12.16%-3.1pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,981 | $3,464-42.8% | $2,922-32.2% | $4,741-58.2% |
| Participant deferral / active EE | $3,586 | $5,217-31.3% | $4,565-21.4% | $6,401-44.0% |
| Admin fee / account holder | $7,047 | $13,936-49.4% | $8,444-16.5% | $11,429-38.3% |