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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 | $19,231 | $82,678-76.7% | $125,391-84.7% | $68,490-71.9% |
| Participation rate | 89.6% | 75.1%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -15.88% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $885 | $3,382-73.8% | $4,816-81.6% | $2,597-65.9% |
| Participant deferral / active EE | $3,399 | $6,111-44.4% | $7,448-54.4% | $4,028-15.6% |
| Admin fee / account holder | $6,236 | $6,277-0.7% | $10,009-37.7% | $5,403+15.4% |