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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 | $27,608 | $57,352-51.9% | $83,831-67.1% | $64,173-57.0% |
| Participation rate | 72.2% | 68.6%+3.6pp | 76.1%-3.9pp | 69.6%+2.7pp |
| Annual return | -6.96% | 11.38%-18.3pp | 850.99%-858.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,019 | $2,546-20.7% | $3,631-44.4% | $2,381-15.2% |
| Participant deferral / active EE | $5,667 | $2,993+89.3% | $4,082+38.8% | $3,470+63.3% |
| Admin fee / account holder | $815 | $4,046-79.9% | $5,479-85.1% | $4,887-83.3% |