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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 | $40,020 | $82,674-51.6% | $125,363-68.1% | $68,495-41.6% |
| Participation rate | 89.2% | 75.0%+14.1pp | 82.4%+6.8pp | 67.9%+21.3pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.15%-589.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,554 | $3,382-24.5% | $4,815-47.0% | $2,596-1.6% |
| Participant deferral / active EE | $4,662 | $6,111-23.7% | $7,447-37.4% | $4,028+15.7% |
| Admin fee / account holder | $566 | $6,276-91.0% | $10,005-94.3% | $5,403-89.5% |