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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 | $22,448 | $82,674-72.8% | $125,381-82.1% | $68,486-67.2% |
| Participation rate | 96.4% | 75.1%+21.4pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -19.27% | -5.97%-13.3pp | 572.31%-591.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $2,389 | $3,382-29.4% | $4,815-50.4% | $2,597-8.0% |
| Participant deferral / active EE | $4,825 | $6,111-21.0% | $7,448-35.2% | $4,028+19.8% |
| Admin fee / account holder | $1,805 | $6,277-71.3% | $10,007-82.0% | $5,404-66.6% |