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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 | $26,523 | $158,852-83.3% | $121,220-78.1% | $135,380-80.4% |
| Participation rate | 88.2% | 79.3%+8.9pp | 71.8%+16.5pp | 82.6%+5.6pp |
| Annual return | -7.93% | -0.64%-7.3pp | 16.94%-24.9pp | 519.81%-527.7pp |
| Employer contribution / active EE | $989 | $5,666-82.5% | $4,023-75.4% | $4,779-79.3% |
| Participant deferral / active EE | $1,895 | $4,006-52.7% | $3,345-43.4% | $5,609-66.2% |
| Admin fee / account holder | $5,383 | $6,515-17.4% | $5,021+7.2% | $10,828-50.3% |