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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 | $22,394 | $82,678-72.9% | $125,391-82.1% | $68,490-67.3% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,630 | $3,382+7.3% | $4,816-24.6% | $2,597+39.8% |
| Participant deferral / active EE | $7,072 | $6,111+15.7% | $7,448-5.1% | $4,028+75.6% |
| Admin fee / account holder | $907 | $6,277-85.6% | $10,009-90.9% | $5,403-83.2% |