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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 | $48,934 | $84,499-42.1% | $125,391-61.0% | $66,949-26.9% |
| Participation rate | 90.4% | 76.4%+14.0pp | 82.4%+8.0pp | 69.8%+20.6pp |
| Annual return | -11.30% | -8.49%-2.8pp | 572.41%-583.7pp | 1.57%-12.9pp |
| Employer contribution / active EE | $4,015 | $3,554+13.0% | $4,816-16.6% | $2,545+57.7% |
| Participant deferral / active EE | $7,704 | $6,785+13.5% | $7,448+3.4% | $4,239+81.7% |
| Admin fee / account holder | $3,416 | $685+398.6% | $10,009-65.9% | $594+475.5% |