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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 | $38,385 | $82,674-53.6% | $125,381-69.4% | $68,486-44.0% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -16.81% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-9.0pp |
| Employer contribution / active EE | $5,158 | $3,382+52.5% | $4,815+7.1% | $2,597+98.6% |
| Participant deferral / active EE | $11,370 | $6,111+86.1% | $7,448+52.7% | $4,028+182.3% |
| Admin fee / account holder | $1,346 | $6,277-78.5% | $10,007-86.5% | $5,404-75.1% |