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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 | $29,983 | $82,678-63.7% | $125,391-76.1% | $68,490-56.2% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.4%+1.4pp | 67.9%+15.9pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $3,722 | $3,382+10.1% | $4,816-22.7% | $2,597+43.4% |
| Participant deferral / active EE | $7,344 | $6,111+20.2% | $7,448-1.4% | $4,028+82.3% |
| Admin fee / account holder | $5,453 | $6,277-13.1% | $10,009-45.5% | $5,403+0.9% |