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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 | $25,104 | $57,352-56.2% | $83,831-70.1% | $64,173-60.9% |
| Participation rate | 94.4% | 68.6%+25.8pp | 76.1%+18.3pp | 69.6%+24.9pp |
| Annual return | -7.33% | 11.38%-18.7pp | 850.99%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,330 | $2,546-8.5% | $3,631-35.8% | $2,381-2.2% |
| Participant deferral / active EE | $4,323 | $2,993+44.4% | $4,082+5.9% | $3,470+24.6% |
| Admin fee / account holder | $2,437 | $4,046-39.8% | $5,479-55.5% | $4,887-50.1% |