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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 | $11,717 | $53,546-78.1% | $69,890-83.2% | $68,490-82.9% |
| Participation rate | 89.1% | 64.5%+24.6pp | 70.5%+18.6pp | 67.9%+21.2pp |
| Annual return | -17.48% | -13.87%-3.6pp | 190.84%-208.3pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,317 | $2,019-34.8% | $2,560-48.6% | $2,597-49.3% |
| Participant deferral / active EE | $3,177 | $2,957+7.5% | $3,848-17.4% | $4,028-21.1% |
| Admin fee / account holder | $994 | $4,693-78.8% | $6,267-84.1% | $5,403-81.6% |