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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 | $33,118 | $94,529-65.0% | $140,019-76.3% | $64,181-48.4% |
| Participation rate | 92.9% | 84.1%+8.8pp | 87.5%+5.4pp | 69.6%+23.3pp |
| Annual return | -6.77% | 7.77%-14.5pp | 651.15%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,841 | $3,812-51.7% | $5,605-67.2% | $2,381-22.7% |
| Participant deferral / active EE | $8,037 | $5,250+53.1% | $6,927+16.0% | $3,470+131.7% |
| Admin fee / account holder | $645 | $6,741-90.4% | $10,705-94.0% | $4,887-86.8% |