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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 | $38,481 | $82,674-53.5% | $125,381-69.3% | $68,486-43.8% |
| Participation rate | 93.9% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | -18.20% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,388 | $3,382-29.4% | $4,815-50.4% | $2,597-8.0% |
| Participant deferral / active EE | $4,622 | $6,111-24.4% | $7,448-37.9% | $4,028+14.7% |
| Admin fee / account holder | $405 | $6,277-93.5% | $10,007-96.0% | $5,404-92.5% |