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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 | $21,880 | $82,678-73.5% | $125,391-82.6% | $68,490-68.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -18.78% | -5.97%-12.8pp | 572.41%-591.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $3,470 | $3,382+2.6% | $4,816-28.0% | $2,597+33.6% |
| Participant deferral / active EE | $7,222 | $6,111+18.2% | $7,448-3.0% | $4,028+79.3% |
| Admin fee / account holder | $3,086 | $6,277-50.8% | $10,009-69.2% | $5,403-42.9% |