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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 | $22,331 | $82,674-73.0% | $125,381-82.2% | $68,486-67.4% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.4%+3.1pp | 67.9%+17.6pp |
| Annual return | -16.68% | -5.97%-10.7pp | 572.31%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $4,078 | $3,382+20.6% | $4,815-15.3% | $2,597+57.1% |
| Participant deferral / active EE | $9,305 | $6,111+52.3% | $7,448+24.9% | $4,028+131.0% |
| Admin fee / account holder | $4,667 | $6,277-25.6% | $10,007-53.4% | $5,404-13.6% |