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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 | $21,079 | $75,962-72.3% | $154,111-86.3% | $64,173-67.2% |
| Participation rate | 88.6% | 70.4%+18.2pp | 83.0%+5.5pp | 69.6%+19.0pp |
| Annual return | -7.47% | 30.32%-37.8pp | 735.18%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,533 | $3,350-24.4% | $5,298-52.2% | $2,381+6.4% |
| Participant deferral / active EE | $4,612 | $3,175+45.3% | $5,081-9.2% | $3,470+32.9% |
| Admin fee / account holder | $1,084 | $5,589-80.6% | $13,411-91.9% | $4,887-77.8% |