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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 | $26,341 | $85,790-69.3% | $67,313-60.9% | $135,380-80.5% |
| Participation rate | 78.3% | 76.5%+1.8pp | 69.1%+9.2pp | 82.6%-4.4pp |
| Annual return | -5.95% | -0.54%-5.4pp | -4.08%-1.9pp | 519.81%-525.8pp |
| Employer contribution / active EE | $4,321 | $3,487+23.9% | $2,566+68.4% | $4,779-9.6% |
| Participant deferral / active EE | $2,189 | $4,651-52.9% | $3,568-38.7% | $5,609-61.0% |
| Admin fee / account holder | $1,296 | $6,392-79.7% | $4,507-71.2% | $10,828-88.0% |