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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 | $35,613 | $77,816-54.2% | $123,549-71.2% | $64,181-44.5% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -6.95% | 12.49%-19.4pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $8,159 | $3,014+170.7% | $4,628+76.3% | $2,381+242.7% |
| Participant deferral / active EE | $9,708 | $5,240+85.3% | $6,426+51.1% | $3,470+179.8% |
| Admin fee / account holder | $6,275 | $5,519+13.7% | $9,284-32.4% | $4,887+28.4% |