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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 | $30,729 | $82,674-62.8% | $125,363-75.5% | $68,495-55.1% |
| Participation rate | 88.1% | 75.0%+13.0pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -14.88% | -5.97%-8.9pp | 572.15%-587.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,083 | $3,382-68.0% | $4,815-77.5% | $2,596-58.3% |
| Participant deferral / active EE | $8,344 | $6,111+36.5% | $7,447+12.0% | $4,028+107.2% |
| Admin fee / account holder | $14,942 | $6,276+138.1% | $10,005+49.3% | $5,403+176.5% |