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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 | $35,622 | $95,917-62.9% | $79,583-55.2% | $134,545-73.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -11.80% | -2.70%-9.1pp | 0.16%-12.0pp | 418.37%-430.2pp |
| Employer contribution / active EE | $7,669 | $3,129+145.1% | $2,414+217.7% | $4,742+61.7% |
| Participant deferral / active EE | $5,517 | $4,694+17.5% | $3,986+38.4% | $6,401-13.8% |
| Admin fee / account holder | $362 | $9,132-96.0% | $6,835-94.7% | $11,431-96.8% |