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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 | $34,509 | $65,453-47.3% | $86,691-60.2% | $66,930-48.4% |
| Participation rate | 96.7% | 75.5%+21.3pp | 76.6%+20.2pp | 69.8%+26.9pp |
| Annual return | -16.31% | -10.89%-5.4pp | 35.94%-52.2pp | 1.57%-17.9pp |
| Employer contribution / active EE | $3,728 | $2,154+73.1% | $2,837+31.4% | $2,545+46.5% |
| Participant deferral / active EE | $7,083 | $4,102+72.7% | $4,656+52.1% | $4,238+67.1% |
| Admin fee / account holder | $1,543 | $642+140.4% | $7,492-79.4% | $593+160.0% |