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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 | $35,788 | $54,370-34.2% | $82,763-56.8% | $68,490-47.7% |
| Participation rate | 88.1% | 63.9%+24.2pp | 72.6%+15.5pp | 67.9%+20.2pp |
| Annual return | -16.87% | -13.67%-3.2pp | 702.45%-719.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $4,038 | $2,219+81.9% | $3,008+34.2% | $2,597+55.5% |
| Participant deferral / active EE | $7,071 | $3,247+117.8% | $4,395+60.9% | $4,028+75.5% |
| Admin fee / account holder | $7,914 | $4,398+79.9% | $5,325+48.6% | $5,403+46.5% |