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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 | $32,630 | $82,678-60.5% | $125,391-74.0% | $68,490-52.4% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -19.02% | -5.97%-13.0pp | 572.41%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $4,201 | $3,382+24.2% | $4,816-12.8% | $2,597+61.8% |
| Participant deferral / active EE | $10,208 | $6,111+67.0% | $7,448+37.1% | $4,028+153.4% |
| Admin fee / account holder | $527 | $6,277-91.6% | $10,009-94.7% | $5,403-90.2% |