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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 | $37,679 | $54,370-30.7% | $82,763-54.5% | $68,490-45.0% |
| Participation rate | 95.6% | 63.9%+31.6pp | 72.6%+23.0pp | 67.9%+27.7pp |
| Annual return | -12.00% | -13.67%+1.7pp | 702.45%-714.5pp | -7.85%-4.2pp |
| Employer contribution / active EE | $3,942 | $2,219+77.6% | $3,008+31.0% | $2,597+51.8% |
| Participant deferral / active EE | $1,296 | $3,247-60.1% | $4,395-70.5% | $4,028-67.8% |
| Admin fee / account holder | $2,667 | $4,398-39.3% | $5,325-49.9% | $5,403-50.6% |