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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 | $11,169 | $54,370-79.5% | $82,763-86.5% | $68,490-83.7% |
| Participation rate | 79.5% | 63.9%+15.6pp | 72.6%+6.9pp | 67.9%+11.6pp |
| Annual return | 9.74% | -13.67%+23.4pp | 702.45%-692.7pp | -7.85%+17.6pp |
| Employer contribution / active EE | $2,085 | $2,219-6.0% | $3,008-30.7% | $2,597-19.7% |
| Participant deferral / active EE | $3,204 | $3,247-1.3% | $4,395-27.1% | $4,028-20.5% |
| Admin fee / account holder | $2,449 | $4,398-44.3% | $5,325-54.0% | $5,403-54.7% |