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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 | $37,520 | $49,177-23.7% | $79,476-52.8% | $64,181-41.5% |
| Participation rate | 96.9% | 65.0%+31.8pp | 73.3%+23.5pp | 69.6%+27.3pp |
| Annual return | -6.10% | -1.16%-4.9pp | 718.21%-724.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,182 | $2,076+53.2% | $2,800+13.6% | $2,381+33.6% |
| Participant deferral / active EE | $1,601 | $2,821-43.3% | $3,704-56.8% | $3,470-53.9% |
| Admin fee / account holder | $3,445 | $3,839-10.2% | $5,113-32.6% | $4,887-29.5% |