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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 | $48,310 | $82,674-41.6% | $125,363-61.5% | $68,495-29.5% |
| Participation rate | 84.4% | 75.0%+9.3pp | 82.4%+2.0pp | 67.9%+16.5pp |
| Annual return | -9.75% | -5.97%-3.8pp | 572.15%-581.9pp | -7.84%-1.9pp |
| Employer contribution / active EE | $3,787 | $3,382+12.0% | $4,815-21.4% | $2,596+45.8% |
| Participant deferral / active EE | $9,768 | $6,111+59.8% | $7,447+31.2% | $4,028+142.5% |
| Admin fee / account holder | $557 | $6,276-91.1% | $10,005-94.4% | $5,403-89.7% |