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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 | $35,519 | $82,674-57.0% | $125,381-71.7% | $68,486-48.1% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.31%-590.4pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,418 | $3,382-28.5% | $4,815-49.8% | $2,597-6.9% |
| Participant deferral / active EE | $4,038 | $6,111-33.9% | $7,448-45.8% | $4,028+0.3% |
| Admin fee / account holder | $1,458 | $6,277-76.8% | $10,007-85.4% | $5,404-73.0% |