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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 | $47,879 | $117,777-59.3% | $71,778-33.3% | $134,545-64.4% |
| Participation rate | 78.3% | 68.9%+9.4pp | 62.3%+15.9pp | 81.2%-3.0pp |
| Annual return | -3.10% | 25.46%-28.6pp | 9.15%-12.3pp | 418.37%-421.5pp |
| Employer contribution / active EE | $4,348 | $2,525+72.2% | $1,704+155.1% | $4,742-8.3% |
| Participant deferral / active EE | $0 | $3,756-100.0% | $2,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,296 | $6,379-79.7% | $3,974-67.4% | $11,431-88.7% |