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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 | $21,632 | $82,674-73.8% | $125,381-82.7% | $68,486-68.4% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -18.46% | -5.97%-12.5pp | 572.31%-590.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,429 | $3,382-28.2% | $4,815-49.6% | $2,597-6.4% |
| Participant deferral / active EE | $6,199 | $6,111+1.5% | $7,448-16.8% | $4,028+53.9% |
| Admin fee / account holder | $3,326 | $6,277-47.0% | $10,007-66.8% | $5,404-38.4% |