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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 | $60,571 | $59,111+2.5% | $86,451-29.9% | $68,490-11.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -17.99% | -0.22%-17.8pp | 4398.51%-4416.5pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,808 | $2,519+11.5% | $3,770-25.5% | $2,597+8.1% |
| Participant deferral / active EE | $4,917 | $5,900-16.7% | $6,953-29.3% | $4,028+22.1% |
| Admin fee / account holder | $774 | $5,640-86.3% | $6,734-88.5% | $5,403-85.7% |