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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 | $19,106 | $82,674-76.9% | $125,381-84.8% | $68,486-72.1% |
| Participation rate | 90.3% | 75.1%+15.3pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -17.72% | -5.97%-11.8pp | 572.31%-590.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,175 | $3,382-35.7% | $4,815-54.8% | $2,597-16.2% |
| Participant deferral / active EE | $6,025 | $6,111-1.4% | $7,448-19.1% | $4,028+49.6% |
| Admin fee / account holder | $1,483 | $6,277-76.4% | $10,007-85.2% | $5,404-72.6% |