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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 | $36,624 | $82,674-55.7% | $125,363-70.8% | $68,495-46.5% |
| Participation rate | 84.4% | 75.0%+9.4pp | 82.4%+2.1pp | 67.9%+16.6pp |
| Annual return | -8.97% | -5.97%-3.0pp | 572.15%-581.1pp | -7.84%-1.1pp |
| Employer contribution / active EE | $4,143 | $3,382+22.5% | $4,815-14.0% | $2,596+59.6% |
| Participant deferral / active EE | $9,078 | $6,111+48.5% | $7,447+21.9% | $4,028+125.4% |
| Admin fee / account holder | $4,553 | $6,276-27.5% | $10,005-54.5% | $5,403-15.7% |