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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 | $46,100 | $82,674-44.2% | $125,363-63.2% | $68,495-32.7% |
| Participation rate | 94.4% | 75.0%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -17.27% | -5.97%-11.3pp | 572.15%-589.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,213 | $3,382+24.6% | $4,815-12.5% | $2,596+62.3% |
| Participant deferral / active EE | $8,196 | $6,111+34.1% | $7,447+10.1% | $4,028+103.5% |
| Admin fee / account holder | $1,025 | $6,276-83.7% | $10,005-89.8% | $5,403-81.0% |