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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 | $117,777-90.2% | $71,778-83.9% | $134,545-91.4% |
| Participation rate | 70.6% | 68.9%+1.7pp | 62.3%+8.2pp | 81.2%-10.6pp |
| Annual return | -10.26% | 25.46%-35.7pp | 9.15%-19.4pp | 418.37%-428.6pp |
| Employer contribution / active EE | $1,140 | $2,525-54.8% | $1,704-33.1% | $4,742-76.0% |
| Participant deferral / active EE | $2,080 | $3,756-44.6% | $2,656-21.7% | $6,401-67.5% |
| Admin fee / account holder | $361 | $6,379-94.3% | $3,974-90.9% | $11,431-96.8% |