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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 | $52,991 | $82,678-35.9% | $125,391-57.7% | $68,490-22.6% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -19.11% | -5.97%-13.1pp | 572.41%-591.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $7,264 | $3,382+114.8% | $4,816+50.8% | $2,597+179.8% |
| Participant deferral / active EE | $6,114 | $6,1110% | $7,448-17.9% | $4,028+51.8% |
| Admin fee / account holder | $883 | $6,277-85.9% | $10,009-91.2% | $5,403-83.7% |