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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 | $44,996 | $82,674-45.6% | $125,381-64.1% | $68,486-34.3% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -8.59% | -5.97%-2.6pp | 572.31%-580.9pp | -7.85%-0.7pp |
| Employer contribution / active EE | $1,994 | $3,382-41.0% | $4,815-58.6% | $2,597-23.2% |
| Participant deferral / active EE | $5,291 | $6,111-13.4% | $7,448-29.0% | $4,028+31.4% |
| Admin fee / account holder | $3,239 | $6,277-48.4% | $10,007-67.6% | $5,404-40.1% |