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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 | $49,483 | $82,674-40.1% | $125,381-60.5% | $68,486-27.7% |
| Participation rate | 90.7% | 75.1%+15.7pp | 82.4%+8.4pp | 67.9%+22.8pp |
| Annual return | -16.09% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $4,803 | $3,382+42.0% | $4,815-0.3% | $2,597+85.0% |
| Participant deferral / active EE | $10,469 | $6,111+71.3% | $7,448+40.6% | $4,028+159.9% |
| Admin fee / account holder | $1,321 | $6,277-79.0% | $10,007-86.8% | $5,404-75.6% |