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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 | $37,990 | $95,917-60.4% | $79,583-52.3% | $134,545-71.8% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -18.40% | -2.70%-15.7pp | 0.16%-18.6pp | 418.37%-436.8pp |
| Employer contribution / active EE | $4,289 | $3,129+37.1% | $2,414+77.7% | $4,742-9.5% |
| Participant deferral / active EE | $9,360 | $4,694+99.4% | $3,986+134.8% | $6,401+46.2% |
| Admin fee / account holder | $300 | $9,132-96.7% | $6,835-95.6% | $11,431-97.4% |