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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 | $47,234 | $82,314-42.6% | $68,808-31.4% | $134,532-64.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -15.87% | -2.18%-13.7pp | -6.37%-9.5pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,536 | $3,301-53.5% | $2,656-42.2% | $4,741-67.6% |
| Participant deferral / active EE | $3,201 | $4,740-32.5% | $3,942-18.8% | $6,401-50.0% |
| Admin fee / account holder | $923 | $6,484-85.8% | $4,936-81.3% | $11,429-91.9% |