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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 | $32,578 | $82,674-60.6% | $125,381-74.0% | $68,486-52.4% |
| Participation rate | 94.7% | 75.1%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -10.39% | -5.97%-4.4pp | 572.31%-582.7pp | -7.85%-2.5pp |
| Employer contribution / active EE | $3,088 | $3,382-8.7% | $4,815-35.9% | $2,597+18.9% |
| Participant deferral / active EE | $7,601 | $6,111+24.4% | $7,448+2.1% | $4,028+88.7% |
| Admin fee / account holder | $3,960 | $6,277-36.9% | $10,007-60.4% | $5,404-26.7% |