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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 | $31,400 | $82,678-62.0% | $125,391-75.0% | $68,490-54.2% |
| Participation rate | 85.7% | 75.1%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,794 | $3,382-47.0% | $4,816-62.8% | $2,597-30.9% |
| Participant deferral / active EE | $6,036 | $6,111-1.2% | $7,448-19.0% | $4,028+49.9% |
| Admin fee / account holder | $2,990 | $6,277-52.4% | $10,009-70.1% | $5,403-44.7% |