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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 | $20,992 | $43,730-52.0% | $121,220-82.7% | $64,173-67.3% |
| Participation rate | 97.9% | 58.3%+39.5pp | 71.8%+26.1pp | 69.6%+28.3pp |
| Annual return | -7.95% | 68.94%-76.9pp | 16.94%-24.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $398 | $1,297-69.3% | $4,023-90.1% | $2,381-83.3% |
| Participant deferral / active EE | $1,570 | $2,281-31.2% | $3,345-53.1% | $3,470-54.7% |
| Admin fee / account holder | $4,781 | $3,502+36.5% | $5,021-4.8% | $4,887-2.2% |