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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 | $52,152 | $82,674-36.9% | $125,363-58.4% | $68,495-23.9% |
| Participation rate | 97.3% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -18.41% | -5.97%-12.4pp | 572.15%-590.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,659 | $3,382-50.9% | $4,815-65.5% | $2,596-36.1% |
| Participant deferral / active EE | $11,088 | $6,111+81.4% | $7,447+48.9% | $4,028+175.3% |
| Admin fee / account holder | $3,517 | $6,276-44.0% | $10,005-64.9% | $5,403-34.9% |