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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 | $46,391 | $82,674-43.9% | $125,363-63.0% | $68,495-32.3% |
| Participation rate | 89.0% | 75.0%+14.0pp | 82.4%+6.7pp | 67.9%+21.1pp |
| Annual return | -17.68% | -5.97%-11.7pp | 572.15%-589.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,613 | $3,382-52.3% | $4,815-66.5% | $2,596-37.9% |
| Participant deferral / active EE | $5,221 | $6,111-14.6% | $7,447-29.9% | $4,028+29.6% |
| Admin fee / account holder | $4,532 | $6,276-27.8% | $10,005-54.7% | $5,403-16.1% |