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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 | $49,036 | $82,678-40.7% | $125,391-60.9% | $68,490-28.4% |
| Participation rate | 98.3% | 75.1%+23.2pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | -17.42% | -5.97%-11.5pp | 572.41%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $8,101 | $3,382+139.5% | $4,816+68.2% | $2,597+212.0% |
| Participant deferral / active EE | $4,351 | $6,111-28.8% | $7,448-41.6% | $4,028+8.0% |
| Admin fee / account holder | $946 | $6,277-84.9% | $10,009-90.6% | $5,403-82.5% |