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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 | $38,589 | $84,482-54.3% | $125,363-69.2% | $66,930-42.3% |
| Participation rate | 85.8% | 76.4%+9.4pp | 82.4%+3.5pp | 69.8%+16.0pp |
| Annual return | -14.78% | -8.49%-6.3pp | 572.15%-586.9pp | 1.57%-16.4pp |
| Employer contribution / active EE | $1,290 | $3,553-63.7% | $4,815-73.2% | $2,545-49.3% |
| Participant deferral / active EE | $5,499 | $6,782-18.9% | $7,447-26.2% | $4,238+29.8% |
| Admin fee / account holder | $2,636 | $685+284.8% | $10,005-73.7% | $593+344.1% |