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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 | $26,133 | $82,678-68.4% | $125,391-79.2% | $68,490-61.8% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,091 | $3,382-38.2% | $4,816-56.6% | $2,597-19.5% |
| Participant deferral / active EE | $15,310 | $6,111+150.5% | $7,448+105.6% | $4,028+280.1% |
| Admin fee / account holder | $5,874 | $6,277-6.4% | $10,009-41.3% | $5,403+8.7% |