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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 | $43,664 | $49,177-11.2% | $79,466-45.1% | $64,173-32.0% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.6%+23.8pp |
| Annual return | -6.65% | -1.16%-5.5pp | 718.28%-724.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,593 | $2,076+121.2% | $2,800+64.0% | $2,381+92.9% |
| Participant deferral / active EE | $3,832 | $2,821+35.8% | $3,704+3.5% | $3,470+10.5% |
| Admin fee / account holder | $1,274 | $3,839-66.8% | $5,104-75.0% | $4,887-73.9% |