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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 | $41,128 | $69,012-40.4% | $160,037-74.3% | $68,490-40.0% |
| Participation rate | 96.5% | 65.4%+31.1pp | 78.0%+18.5pp | 67.9%+28.6pp |
| Annual return | -17.02% | -9.65%-7.4pp | 408.95%-426.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $4,036 | $2,212+82.4% | $4,226-4.5% | $2,597+55.4% |
| Participant deferral / active EE | $5,512 | $4,212+30.9% | $6,184-10.9% | $4,028+36.8% |
| Admin fee / account holder | $2,162 | $4,798-54.9% | $8,716-75.2% | $5,403-60.0% |