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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 | $34,895 | $82,678-57.8% | $125,391-72.2% | $68,490-49.1% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -16.02% | -5.97%-10.1pp | 572.41%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $7,004 | $3,382+107.1% | $4,816+45.4% | $2,597+169.7% |
| Participant deferral / active EE | $10,341 | $6,111+69.2% | $7,448+38.8% | $4,028+156.7% |
| Admin fee / account holder | $1,236 | $6,277-80.3% | $10,009-87.7% | $5,403-77.1% |