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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 | $20,123 | $82,674-75.7% | $125,363-83.9% | $68,495-70.6% |
| Participation rate | 82.9% | 75.0%+7.8pp | 82.4%+0.5pp | 67.9%+15.0pp |
| Annual return | -15.88% | -5.97%-9.9pp | 572.15%-588.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,401 | $3,382-29.0% | $4,815-50.1% | $2,596-7.5% |
| Participant deferral / active EE | $4,897 | $6,111-19.9% | $7,447-34.2% | $4,028+21.6% |
| Admin fee / account holder | $1,053 | $6,276-83.2% | $10,005-89.5% | $5,403-80.5% |