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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 | $32,117 | $77,816-58.7% | $123,552-74.0% | $64,173-50.0% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | -6.66% | 12.49%-19.1pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,668 | $3,014-44.7% | $4,628-64.0% | $2,381-30.0% |
| Participant deferral / active EE | $3,994 | $5,240-23.8% | $6,426-37.8% | $3,470+15.1% |
| Admin fee / account holder | $2,421 | $5,519-56.1% | $9,285-73.9% | $4,887-50.5% |