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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 | $39,322 | $54,357-27.7% | $82,706-52.5% | $68,495-42.6% |
| Participation rate | 97.2% | 63.9%+33.3pp | 72.6%+24.7pp | 67.9%+29.3pp |
| Annual return | -16.95% | -13.67%-3.3pp | 701.76%-718.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,205 | $2,218+44.5% | $3,007+6.6% | $2,596+23.4% |
| Participant deferral / active EE | $7,488 | $3,246+130.7% | $4,394+70.4% | $4,028+85.9% |
| Admin fee / account holder | $3,588 | $4,396-18.4% | $5,329-32.7% | $5,403-33.6% |