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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 | $43,081 | $82,678-47.9% | $125,391-65.6% | $68,490-37.1% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,693 | $3,382-20.4% | $4,816-44.1% | $2,597+3.7% |
| Participant deferral / active EE | $4,638 | $6,111-24.1% | $7,448-37.7% | $4,028+15.1% |
| Admin fee / account holder | $955 | $6,277-84.8% | $10,009-90.5% | $5,403-82.3% |