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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 | $27,179 | $82,674-67.1% | $125,381-78.3% | $68,486-60.3% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -15.94% | -5.97%-10.0pp | 572.31%-588.2pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,997 | $3,382-11.4% | $4,815-37.8% | $2,597+15.4% |
| Participant deferral / active EE | $4,857 | $6,111-20.5% | $7,448-34.8% | $4,028+20.6% |
| Admin fee / account holder | $6,925 | $6,277+10.3% | $10,007-30.8% | $5,404+28.2% |