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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 | $27,784 | $82,288-66.2% | $68,794-59.6% | $134,509-79.3% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -19.35% | -2.19%-17.2pp | -6.37%-13.0pp | 418.13%-437.5pp |
| Employer contribution / active EE | $554 | $3,301-83.2% | $2,656-79.1% | $4,741-88.3% |
| Participant deferral / active EE | $5,188 | $4,738+9.5% | $3,941+31.6% | $6,400-18.9% |
| Admin fee / account holder | $510 | $6,482-92.1% | $4,934-89.7% | $11,427-95.5% |