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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 | $20,340 | $82,678-75.4% | $125,391-83.8% | $68,490-70.3% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.41%-588.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $7,367 | $3,382+117.8% | $4,816+53.0% | $2,597+183.7% |
| Participant deferral / active EE | $11,443 | $6,111+87.2% | $7,448+53.6% | $4,028+184.1% |
| Admin fee / account holder | $7,352 | $6,277+17.1% | $10,009-26.5% | $5,403+36.1% |