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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 | $16,740 | $133,981-87.5% | $112,249-85.1% | $134,532-87.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.86% | 47.16%-64.0pp | 27.48%-44.3pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,704 | $4,040-57.8% | $3,636-53.1% | $4,741-64.1% |
| Participant deferral / active EE | $1,943 | $5,292-63.3% | $4,729-58.9% | $6,401-69.6% |
| Admin fee / account holder | $5,877 | $7,492-21.6% | $6,412-8.4% | $11,429-48.6% |