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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 | $58,518 | $82,674-29.2% | $125,381-53.3% | $68,486-14.6% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.4%+12.0pp | 67.9%+26.5pp |
| Annual return | -15.89% | -5.97%-9.9pp | 572.31%-588.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,243 | $3,382-33.7% | $4,815-53.4% | $2,597-13.6% |
| Participant deferral / active EE | $3,676 | $6,111-39.8% | $7,448-50.6% | $4,028-8.7% |
| Admin fee / account holder | $533 | $6,277-91.5% | $10,007-94.7% | $5,404-90.1% |