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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 | $38,363 | $94,529-59.4% | $140,019-72.6% | $64,173-40.2% |
| Participation rate | 90.7% | 84.1%+6.6pp | 87.5%+3.2pp | 69.6%+21.1pp |
| Annual return | -4.67% | 7.77%-12.4pp | 651.17%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,980 | $3,812-48.1% | $5,605-64.7% | $2,381-16.9% |
| Participant deferral / active EE | $4,416 | $5,250-15.9% | $6,927-36.2% | $3,470+27.3% |
| Admin fee / account holder | $1,231 | $6,741-81.7% | $10,705-88.5% | $4,887-74.8% |