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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 | $25,775 | $82,674-68.8% | $125,358-79.4% | $68,498-62.4% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -19.31% | -5.97%-13.3pp | 572.03%-591.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,373 | $3,381-29.8% | $4,814-50.7% | $2,596-8.6% |
| Participant deferral / active EE | $5,377 | $6,111-12.0% | $7,447-27.8% | $4,027+33.5% |
| Admin fee / account holder | $699 | $6,276-88.9% | $10,007-93.0% | $5,403-87.1% |