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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 | $40,922 | $54,355-24.7% | $82,744-50.5% | $68,486-40.2% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.5pp | 67.9%+25.2pp |
| Annual return | -17.25% | -13.67%-3.6pp | 702.22%-719.5pp | -7.85%-9.4pp |
| Employer contribution / active EE | $6,016 | $2,219+171.2% | $3,008+100.0% | $2,597+131.7% |
| Participant deferral / active EE | $5,026 | $3,246+54.8% | $4,395+14.4% | $4,028+24.8% |
| Admin fee / account holder | $2,486 | $4,397-43.5% | $5,325-53.3% | $5,404-54.0% |