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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 | $24,078 | $82,678-70.9% | $125,391-80.8% | $68,490-64.8% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -13.75% | -5.97%-7.8pp | 572.41%-586.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $2,863 | $3,382-15.4% | $4,816-40.6% | $2,597+10.2% |
| Participant deferral / active EE | $6,449 | $6,111+5.5% | $7,448-13.4% | $4,028+60.1% |
| Admin fee / account holder | $4,545 | $6,277-27.6% | $10,009-54.6% | $5,403-15.9% |