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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 | $23,710 | $82,314-71.2% | $68,808-65.5% | $134,532-82.4% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.0%+22.6pp | 81.2%+10.4pp |
| Annual return | -18.87% | -2.18%-16.7pp | -6.37%-12.5pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,873 | $3,301-43.3% | $2,656-29.5% | $4,741-60.5% |
| Participant deferral / active EE | $2,880 | $4,740-39.2% | $3,942-27.0% | $6,401-55.0% |
| Admin fee / account holder | $1,375 | $6,484-78.8% | $4,936-72.1% | $11,429-88.0% |