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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 | $38,390 | $57,352-33.1% | $83,831-54.2% | $64,173-40.2% |
| Participation rate | 98.0% | 68.6%+29.4pp | 76.1%+21.8pp | 69.6%+28.4pp |
| Annual return | -7.08% | 11.38%-18.5pp | 850.99%-858.1pp | 7.63%-14.7pp |
| Employer contribution / active EE | $6,002 | $2,546+135.8% | $3,631+65.3% | $2,381+152.1% |
| Participant deferral / active EE | $4,416 | $2,993+47.5% | $4,082+8.2% | $3,470+27.3% |
| Admin fee / account holder | $556 | $4,046-86.3% | $5,479-89.8% | $4,887-88.6% |