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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 | $29,183 | $69,012-57.7% | $160,037-81.8% | $68,490-57.4% |
| Participation rate | 97.1% | 65.4%+31.7pp | 78.0%+19.2pp | 67.9%+29.2pp |
| Annual return | -15.75% | -9.65%-6.1pp | 408.95%-424.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,553 | $2,212+15.4% | $4,226-39.6% | $2,597-1.7% |
| Participant deferral / active EE | $4,861 | $4,212+15.4% | $6,184-21.4% | $4,028+20.7% |
| Admin fee / account holder | $2,380 | $4,798-50.4% | $8,716-72.7% | $5,403-55.9% |