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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 | $26,061 | $82,674-68.5% | $125,381-79.2% | $68,486-61.9% |
| Participation rate | 82.5% | 75.1%+7.4pp | 82.4%+0.1pp | 67.9%+14.6pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.31%-588.2pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,991 | $3,382+18.0% | $4,815-17.1% | $2,597+53.7% |
| Participant deferral / active EE | $8,076 | $6,111+32.2% | $7,448+8.4% | $4,028+100.5% |
| Admin fee / account holder | $4,432 | $6,277-29.4% | $10,007-55.7% | $5,404-18.0% |