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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 | $26,855 | $64,729-58.5% | $112,263-76.1% | $68,490-60.8% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -17.15% | -11.40%-5.8pp | 27.49%-44.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $5,872 | $2,746+113.8% | $3,636+61.5% | $2,597+126.1% |
| Participant deferral / active EE | $3,427 | $3,566-3.9% | $4,729-27.5% | $4,028-14.9% |
| Admin fee / account holder | $3,189 | $5,222-38.9% | $6,410-50.3% | $5,403-41.0% |