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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 | $38,288 | $83,427-54.1% | $115,756-66.9% | $68,486-44.1% |
| Participation rate | 95.5% | 71.9%+23.6pp | 77.1%+18.4pp | 67.9%+27.6pp |
| Annual return | -16.63% | -10.95%-5.7pp | 143.14%-159.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,899 | $3,075-38.2% | $3,793-49.9% | $2,597-26.9% |
| Participant deferral / active EE | $5,390 | $5,355+0.6% | $6,254-13.8% | $4,028+33.8% |
| Admin fee / account holder | $1,656 | $5,708-71.0% | $8,124-79.6% | $5,404-69.4% |