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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 | $26,195 | $82,674-68.3% | $125,363-79.1% | $68,495-61.8% |
| Participation rate | 85.4% | 75.0%+10.4pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | -18.34% | -5.97%-12.4pp | 572.15%-590.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,047 | $3,382-39.5% | $4,815-57.5% | $2,596-21.2% |
| Participant deferral / active EE | $7,486 | $6,111+22.5% | $7,447+0.5% | $4,028+85.9% |
| Admin fee / account holder | $1,923 | $6,276-69.4% | $10,005-80.8% | $5,403-64.4% |