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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 | $41,928 | $82,674-49.3% | $125,363-66.6% | $68,495-38.8% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.4pp | 67.9%+22.8pp |
| Annual return | -16.74% | -5.97%-10.8pp | 572.15%-588.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,640 | $3,382+7.6% | $4,815-24.4% | $2,596+40.2% |
| Participant deferral / active EE | $9,047 | $6,111+48.0% | $7,447+21.5% | $4,028+124.6% |
| Admin fee / account holder | $2,515 | $6,276-59.9% | $10,005-74.9% | $5,403-53.5% |