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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 | $38,469 | $51,226-24.9% | $82,706-53.5% | $66,930-42.5% |
| Participation rate | 94.4% | 67.9%+26.5pp | 72.6%+21.8pp | 69.8%+24.6pp |
| Annual return | -8.56% | -9.61%+1.0pp | 701.76%-710.3pp | 1.57%-10.1pp |
| Employer contribution / active EE | $3,499 | $2,612+34.0% | $3,007+16.4% | $2,545+37.5% |
| Participant deferral / active EE | $4,042 | $3,460+16.8% | $4,394-8.0% | $4,238-4.6% |
| Admin fee / account holder | $2,426 | $416+483.8% | $5,329-54.5% | $593+308.8% |