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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 | $11,577 | $117,690-90.2% | $71,735-83.9% | $134,493-91.4% |
| Participation rate | 70.6% | 68.8%+1.8pp | 62.3%+8.3pp | 81.2%-10.6pp |
| Annual return | -10.26% | 25.44%-35.7pp | 9.14%-19.4pp | 418.01%-428.3pp |
| Employer contribution / active EE | $1,140 | $2,525-54.8% | $1,704-33.1% | $4,740-75.9% |
| Participant deferral / active EE | $2,080 | $3,759-44.7% | $2,658-21.8% | $6,400-67.5% |
| Admin fee / account holder | $361 | $6,379-94.3% | $3,974-90.9% | $11,425-96.8% |