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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 | $24,145 | $69,012-65.0% | $160,037-84.9% | $68,490-64.7% |
| Participation rate | 80.0% | 65.4%+14.6pp | 78.0%+2.0pp | 67.9%+12.1pp |
| Annual return | -11.95% | -9.65%-2.3pp | 408.95%-420.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $2,662 | $2,212+20.3% | $4,226-37.0% | $2,597+2.5% |
| Participant deferral / active EE | $8,667 | $4,212+105.8% | $6,184+40.2% | $4,028+115.2% |
| Admin fee / account holder | $6,863 | $4,798+43.0% | $8,716-21.3% | $5,403+27.0% |