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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 | $43,887 | $82,674-46.9% | $125,381-65.0% | $68,486-35.9% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -5.47% | -5.97%+0.5pp | 572.31%-577.8pp | -7.85%+2.4pp |
| Employer contribution / active EE | $7,417 | $3,382+119.3% | $4,815+54.0% | $2,597+185.6% |
| Participant deferral / active EE | $17,623 | $6,111+188.4% | $7,448+136.6% | $4,028+337.6% |
| Admin fee / account holder | $2,741 | $6,277-56.3% | $10,007-72.6% | $5,404-49.3% |