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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 | $26,345 | $49,177-46.4% | $79,476-66.9% | $64,181-59.0% |
| Participation rate | 94.6% | 65.0%+29.6pp | 73.3%+21.2pp | 69.6%+25.0pp |
| Annual return | -6.94% | -1.16%-5.8pp | 718.21%-725.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $962 | $2,076-53.7% | $2,800-65.6% | $2,381-59.6% |
| Participant deferral / active EE | $2,427 | $2,821-14.0% | $3,704-34.5% | $3,470-30.0% |
| Admin fee / account holder | $4,185 | $3,839+9.0% | $5,113-18.2% | $4,887-14.4% |