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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 | $22,953 | $75,959-69.8% | $154,114-85.1% | $64,181-64.2% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -7.00% | 30.32%-37.3pp | 735.16%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,631 | $3,350-51.3% | $5,298-69.2% | $2,381-31.5% |
| Participant deferral / active EE | $4,044 | $3,175+27.4% | $5,081-20.4% | $3,470+16.6% |
| Admin fee / account holder | $1,462 | $5,589-73.8% | $13,411-89.1% | $4,887-70.1% |