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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 | $29,535 | $82,674-64.3% | $125,381-76.4% | $68,486-56.9% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -15.87% | -5.97%-9.9pp | 572.31%-588.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,446 | $3,382-57.2% | $4,815-70.0% | $2,597-44.3% |
| Participant deferral / active EE | $8,601 | $6,111+40.8% | $7,448+15.5% | $4,028+113.6% |
| Admin fee / account holder | $2,115 | $6,277-66.3% | $10,007-78.9% | $5,404-60.9% |