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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 | $33,360 | $82,678-59.7% | $125,391-73.4% | $68,490-51.3% |
| Participation rate | 94.1% | 75.1%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -16.99% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,269 | $3,382-32.9% | $4,816-52.9% | $2,597-12.6% |
| Participant deferral / active EE | $11,922 | $6,111+95.1% | $7,448+60.1% | $4,028+196.0% |
| Admin fee / account holder | $8,132 | $6,277+29.5% | $10,009-18.7% | $5,403+50.5% |