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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 | $29,536 | $82,314-64.1% | $68,808-57.1% | $134,532-78.0% |
| Participation rate | 89.5% | 75.1%+14.4pp | 69.0%+20.5pp | 81.2%+8.2pp |
| Annual return | -17.63% | -2.18%-15.5pp | -6.37%-11.3pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,742 | $3,301-17.0% | $2,656+3.2% | $4,741-42.2% |
| Participant deferral / active EE | $4,330 | $4,740-8.6% | $3,942+9.9% | $6,401-32.3% |
| Admin fee / account holder | $1,886 | $6,484-70.9% | $4,936-61.8% | $11,429-83.5% |