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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 | $47,994 | $82,674-41.9% | $125,381-61.7% | $68,486-29.9% |
| Participation rate | 94.9% | 75.1%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -17.46% | -5.97%-11.5pp | 572.31%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $4,718 | $3,382+39.5% | $4,815-2.0% | $2,597+81.7% |
| Participant deferral / active EE | $8,046 | $6,111+31.7% | $7,448+8.0% | $4,028+99.8% |
| Admin fee / account holder | $3,425 | $6,277-45.4% | $10,007-65.8% | $5,404-36.6% |