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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 | $30,803 | $82,674-62.7% | $125,363-75.4% | $68,495-55.0% |
| Participation rate | 93.2% | 75.0%+18.2pp | 82.4%+10.9pp | 67.9%+25.4pp |
| Annual return | -7.99% | -5.97%-2.0pp | 572.15%-580.1pp | -7.84%-0.2pp |
| Employer contribution / active EE | $756 | $3,382-77.6% | $4,815-84.3% | $2,596-70.9% |
| Participant deferral / active EE | $8,361 | $6,111+36.8% | $7,447+12.3% | $4,028+107.6% |
| Admin fee / account holder | $776 | $6,276-87.6% | $10,005-92.2% | $5,403-85.6% |