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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 | $56,851 | $82,324-30.9% | $68,803-17.4% | $134,545-57.7% |
| Participation rate | 90.9% | 75.1%+15.9pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -18.05% | -2.17%-15.9pp | -6.37%-11.7pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,884 | $3,302-42.9% | $2,656-29.1% | $4,742-60.3% |
| Participant deferral / active EE | $4,843 | $4,740+2.2% | $3,942+22.9% | $6,401-24.3% |
| Admin fee / account holder | $4,434 | $6,485-31.6% | $4,936-10.2% | $11,431-61.2% |