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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 | $26,025 | $82,674-68.5% | $125,363-79.2% | $68,495-62.0% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -11.99% | -5.97%-6.0pp | 572.15%-584.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $3,876 | $3,382+14.6% | $4,815-19.5% | $2,596+49.3% |
| Participant deferral / active EE | $6,615 | $6,111+8.2% | $7,447-11.2% | $4,028+64.2% |
| Admin fee / account holder | $547 | $6,276-91.3% | $10,005-94.5% | $5,403-89.9% |