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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 | $42,772 | $175,646-75.6% | $129,118-66.9% | $134,532-68.2% |
| Participation rate | 89.5% | 81.6%+7.9pp | 77.2%+12.2pp | 81.2%+8.2pp |
| Annual return | -18.42% | -11.39%-7.0pp | -10.94%-7.5pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,784 | $6,355-71.9% | $5,051-64.7% | $4,741-62.4% |
| Participant deferral / active EE | $3,396 | $7,970-57.4% | $6,539-48.1% | $6,401-46.9% |
| Admin fee / account holder | $967 | $23,578-95.9% | $14,305-93.2% | $11,429-91.5% |