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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 | $47,826 | $82,674-42.2% | $125,381-61.9% | $68,486-30.2% |
| Participation rate | 90.9% | 75.1%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -17.14% | -5.97%-11.2pp | 572.31%-589.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,603 | $3,382-52.6% | $4,815-66.7% | $2,597-38.3% |
| Participant deferral / active EE | $3,320 | $6,111-45.7% | $7,448-55.4% | $4,028-17.6% |
| Admin fee / account holder | $750 | $6,277-88.1% | $10,007-92.5% | $5,404-86.1% |