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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 | $29,494 | $57,352-48.6% | $83,831-64.8% | $64,173-54.0% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.2pp | 69.6%+28.8pp |
| Annual return | -6.02% | 11.38%-17.4pp | 850.99%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,070 | $2,546+20.6% | $3,631-15.5% | $2,381+28.9% |
| Participant deferral / active EE | $2,736 | $2,993-8.6% | $4,082-33.0% | $3,470-21.1% |
| Admin fee / account holder | $579 | $4,046-85.7% | $5,479-89.4% | $4,887-88.2% |