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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 | $24,619 | $82,678-70.2% | $125,391-80.4% | $68,490-64.1% |
| Participation rate | 91.4% | 75.1%+16.4pp | 82.4%+9.0pp | 67.9%+23.5pp |
| Annual return | -18.31% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $3,292 | $3,382-2.7% | $4,816-31.6% | $2,597+26.8% |
| Participant deferral / active EE | $5,527 | $6,111-9.6% | $7,448-25.8% | $4,028+37.2% |
| Admin fee / account holder | $765 | $6,277-87.8% | $10,009-92.4% | $5,403-85.8% |