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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 | $32,986 | $56,339-41.5% | $104,299-68.4% | $68,490-51.8% |
| Participation rate | 97.8% | 63.3%+34.6pp | 73.3%+24.6pp | 67.9%+29.9pp |
| Annual return | -18.25% | -9.19%-9.1pp | 24.62%-42.9pp | -7.85%-10.4pp |
| Employer contribution / active EE | $4,059 | $1,960+107.1% | $3,373+20.3% | $2,597+56.3% |
| Participant deferral / active EE | $6,921 | $3,077+124.9% | $4,626+49.6% | $4,028+71.8% |
| Admin fee / account holder | $8,485 | $4,902+73.1% | $7,339+15.6% | $5,403+57.0% |