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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 | $35,295 | $105,861-66.7% | $90,756-61.1% | $134,509-73.8% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -10.37% | -10.99%+0.6pp | -12.16%+1.8pp | 418.13%-428.5pp |
| Employer contribution / active EE | $1,970 | $3,463-43.1% | $2,922-32.6% | $4,741-58.4% |
| Participant deferral / active EE | $4,789 | $5,217-8.2% | $4,565+4.9% | $6,400-25.2% |
| Admin fee / account holder | $2,206 | $13,938-84.2% | $8,445-73.9% | $11,427-80.7% |