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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 | $32,099 | $81,870-60.8% | $119,622-73.2% | $68,486-53.1% |
| Participation rate | 95.2% | 71.9%+23.3pp | 79.3%+16.0pp | 67.9%+27.3pp |
| Annual return | -8.44% | -23.82%+15.4pp | -14.98%+6.5pp | -7.85%-0.6pp |
| Employer contribution / active EE | $6,013 | $2,692+123.4% | $4,232+42.1% | $2,597+131.6% |
| Participant deferral / active EE | $10,034 | $4,148+141.9% | $5,601+79.2% | $4,028+149.1% |
| Admin fee / account holder | $1,208 | $6,583-81.7% | $10,328-88.3% | $5,404-77.7% |