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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 | $52,360 | $75,962-31.1% | $154,108-66.0% | $64,173-18.4% |
| Participation rate | 94.9% | 70.4%+24.5pp | 83.0%+11.8pp | 69.6%+25.3pp |
| Annual return | -6.85% | 30.32%-37.2pp | 735.21%-742.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,172 | $3,350-35.1% | $5,298-59.0% | $2,381-8.8% |
| Participant deferral / active EE | $3,678 | $3,175+15.9% | $5,081-27.6% | $3,470+6.0% |
| Admin fee / account holder | $3,115 | $5,589-44.3% | $13,411-76.8% | $4,887-36.3% |