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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 | $20,649 | $82,678-75.0% | $125,391-83.5% | $68,490-69.9% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -18.25% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $954 | $3,382-71.8% | $4,816-80.2% | $2,597-63.2% |
| Participant deferral / active EE | $5,712 | $6,111-6.5% | $7,448-23.3% | $4,028+41.8% |
| Admin fee / account holder | $421 | $6,277-93.3% | $10,009-95.8% | $5,403-92.2% |