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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 | $32,867 | $69,012-52.4% | $160,009-79.5% | $68,486-52.0% |
| Participation rate | 96.3% | 65.4%+30.9pp | 78.0%+18.3pp | 67.9%+28.4pp |
| Annual return | -18.91% | -9.65%-9.3pp | 408.85%-427.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,523 | $2,212-31.2% | $4,225-64.0% | $2,597-41.4% |
| Participant deferral / active EE | $5,011 | $4,212+19.0% | $6,183-19.0% | $4,028+24.4% |
| Admin fee / account holder | $6,588 | $4,798+37.3% | $8,715-24.4% | $5,404+21.9% |