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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 | $56,139 | $105,861-47.0% | $90,756-38.1% | $134,509-58.3% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.7%+17.2pp | 81.2%+11.6pp |
| Annual return | -18.90% | -10.99%-7.9pp | -12.16%-6.7pp | 418.13%-437.0pp |
| Employer contribution / active EE | $2,596 | $3,463-25.0% | $2,922-11.1% | $4,741-45.2% |
| Participant deferral / active EE | $4,621 | $5,217-11.4% | $4,565+1.2% | $6,400-27.8% |
| Admin fee / account holder | $5,413 | $13,938-61.2% | $8,445-35.9% | $11,427-52.6% |