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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 | $12,897 | $82,314-84.3% | $68,808-81.3% | $134,532-90.4% |
| Participation rate | 90.9% | 75.1%+15.9pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -19.19% | -2.18%-17.0pp | -6.37%-12.8pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,281 | $3,301-30.9% | $2,656-14.1% | $4,741-51.9% |
| Participant deferral / active EE | $6,069 | $4,740+28.0% | $3,942+54.0% | $6,401-5.2% |
| Admin fee / account holder | $2,237 | $6,484-65.5% | $4,936-54.7% | $11,429-80.4% |