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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 | $30,498 | $82,674-63.1% | $125,381-75.7% | $68,486-55.5% |
| Participation rate | 86.7% | 75.1%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -17.08% | -5.97%-11.1pp | 572.31%-589.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,551 | $3,382-54.1% | $4,815-67.8% | $2,597-40.3% |
| Participant deferral / active EE | $6,443 | $6,111+5.4% | $7,448-13.5% | $4,028+60.0% |
| Admin fee / account holder | $6,372 | $6,277+1.5% | $10,007-36.3% | $5,404+17.9% |