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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 | $35,890 | $82,324-56.4% | $68,803-47.8% | $134,545-73.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | -9.83% | -2.17%-7.7pp | -6.37%-3.5pp | 418.37%-428.2pp |
| Employer contribution / active EE | $3,548 | $3,302+7.5% | $2,656+33.6% | $4,742-25.2% |
| Participant deferral / active EE | $1,733 | $4,740-63.4% | $3,942-56.0% | $6,401-72.9% |
| Admin fee / account holder | $540 | $6,485-91.7% | $4,936-89.1% | $11,431-95.3% |