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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 | $32,148 | $82,678-61.1% | $125,391-74.4% | $68,490-53.1% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -6.60% | -5.97%-0.6pp | 572.41%-579.0pp | -7.85%+1.2pp |
| Employer contribution / active EE | $3,153 | $3,382-6.8% | $4,816-34.5% | $2,597+21.4% |
| Participant deferral / active EE | $5,590 | $6,111-8.5% | $7,448-25.0% | $4,028+38.8% |
| Admin fee / account holder | $661 | $6,277-89.5% | $10,009-93.4% | $5,403-87.8% |