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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 | $47,639 | $82,674-42.4% | $125,381-62.0% | $68,486-30.4% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -13.80% | -5.97%-7.8pp | 572.31%-586.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $2,980 | $3,382-11.9% | $4,815-38.1% | $2,597+14.8% |
| Participant deferral / active EE | $6,647 | $6,111+8.8% | $7,448-10.8% | $4,028+65.0% |
| Admin fee / account holder | $993 | $6,277-84.2% | $10,007-90.1% | $5,404-81.6% |