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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 | $44,462 | $82,678-46.2% | $125,391-64.5% | $68,490-35.1% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -17.30% | -5.97%-11.3pp | 572.41%-589.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $3,228 | $3,382-4.6% | $4,816-33.0% | $2,597+24.3% |
| Participant deferral / active EE | $7,191 | $6,111+17.7% | $7,448-3.5% | $4,028+78.5% |
| Admin fee / account holder | $3,995 | $6,277-36.4% | $10,009-60.1% | $5,403-26.1% |