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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 | $40,479 | $82,678-51.0% | $125,391-67.7% | $68,490-40.9% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -17.55% | -5.97%-11.6pp | 572.41%-590.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,006 | $3,382-70.3% | $4,816-79.1% | $2,597-61.3% |
| Participant deferral / active EE | $7,024 | $6,111+14.9% | $7,448-5.7% | $4,028+74.4% |
| Admin fee / account holder | $801 | $6,277-87.2% | $10,009-92.0% | $5,403-85.2% |