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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 | $41,764 | $82,678-49.5% | $125,391-66.7% | $68,490-39.0% |
| Participation rate | 98.1% | 75.1%+23.1pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -16.84% | -5.97%-10.9pp | 572.41%-589.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $8,110 | $3,382+139.8% | $4,816+68.4% | $2,597+212.3% |
| Participant deferral / active EE | $7,228 | $6,111+18.3% | $7,448-3.0% | $4,028+79.5% |
| Admin fee / account holder | $2,542 | $6,277-59.5% | $10,009-74.6% | $5,403-53.0% |