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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 | $26,872 | $69,012-61.1% | $160,009-83.2% | $68,486-60.8% |
| Participation rate | 91.7% | 65.4%+26.2pp | 78.0%+13.7pp | 67.9%+23.8pp |
| Annual return | -17.95% | -9.65%-8.3pp | 408.85%-426.8pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,389 | $2,212+98.4% | $4,225+3.9% | $2,597+69.0% |
| Participant deferral / active EE | $5,410 | $4,212+28.4% | $6,183-12.5% | $4,028+34.3% |
| Admin fee / account holder | $4,895 | $4,798+2.0% | $8,715-43.8% | $5,404-9.4% |