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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 | $34,609 | $32,117+7.8% | $71,089-51.3% | $64,173-46.1% |
| Participation rate | 96.2% | 42.7%+53.5pp | 54.6%+41.5pp | 69.6%+26.6pp |
| Annual return | -8.44% | -5.57%-2.9pp | 650.65%-659.1pp | 7.63%-16.1pp |
| Employer contribution / active EE | $844 | $712+18.5% | $1,088-22.4% | $2,381-64.5% |
| Participant deferral / active EE | $2,067 | $1,263+63.6% | $1,873+10.4% | $3,470-40.4% |
| Admin fee / account holder | $2,612 | $2,759-5.3% | $3,082-15.3% | $4,887-46.6% |