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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 | $21,632 | $49,177-56.0% | $79,467-72.8% | $64,173-66.3% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.3%+19.0pp | 69.6%+22.7pp |
| Annual return | -8.03% | -1.16%-6.9pp | 718.30%-726.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,416 | $2,076-31.8% | $2,800-49.4% | $2,381-40.5% |
| Participant deferral / active EE | $4,343 | $2,821+53.9% | $3,704+17.2% | $3,470+25.2% |
| Admin fee / account holder | $927 | $3,839-75.8% | $5,104-81.8% | $4,887-81.0% |